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Fusion Investment Group’s iShares California Muni Bond ETF CMF Stock Holding History

Fusion Investment Group’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
2014
Q2 		– Sell
-152
Closed -$9K – 225
2014
Q1 		$9K Hold
152
– – 0.01% 197
2013
Q4 		$8K Buy
+152
New +$8.35K 0.01% 217

Other funds holding CMF

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Fusion Investment Group's CMF Position: Q2 2014 in Review

Fusion Investment Group sold out of iShares California Muni Bond ETF (CMF) in Q2 2014, closing a stake of 152 shares — an estimated $9K sold.

Fusion Investment Group first reported a position in CMF in Q4 2013 and held it in 2 quarters. The position peaked at $9K in Q1 2014. 47 funds tracked by Wall St. Rank hold CMF as of Q2 2014.

  • Fusion Investment Group reported no remaining iShares California Muni Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Fusion Investment Group sold 152 iShares California Muni Bond ETF shares in Q2 2014, an estimated $9K.
  • Fusion Investment Group first reported a position in iShares California Muni Bond ETF in Q4 2013 and held it in 2 quarters.
  • Fusion Investment Group's iShares California Muni Bond ETF position peaked at $9K in Q1 2014.
  • 47 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2014.

Based on Fusion Investment Group's 13F filing for Q2 2014, filed 13 Aug 2014.