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Family Management’s iShares California Muni Bond ETF CMF Stock Holding History

Family Management’s Portfolio CMF Stock Details CMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-4,889
Closed -$291K – 180
2019
Q1 		$291K Hold
4,889
– – 0.13% 106
2018
Q4 		$286K Buy
+4,889
New +$282K 0.12% 98

Other funds holding CMF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Family Management's CMF Position: Q2 2019 in Review

Family Management sold out of iShares California Muni Bond ETF (CMF) in Q2 2019, closing a stake of 4,889 shares — an estimated $291K sold.

Family Management first reported a position in CMF in Q4 2018 and held it in 2 quarters. The position peaked at $291K in Q1 2019. 135 funds tracked by Wall St. Rank hold CMF as of Q2 2019.

  • Family Management reported no remaining iShares California Muni Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Family Management sold 4,889 iShares California Muni Bond ETF shares in Q2 2019, an estimated $291K.
  • Family Management first reported a position in iShares California Muni Bond ETF in Q4 2018 and held it in 2 quarters.
  • Family Management's iShares California Muni Bond ETF position peaked at $291K in Q1 2019.
  • 135 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2019.

Based on Family Management's 13F filing for Q2 2019, filed 14 Aug 2019.