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Gamble Jones Investment Counsel’s iShares California Muni Bond ETF CMF Stock Holding History

Gamble Jones Investment Counsel’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
2018
Q4 		– Sell
-7,765
Closed -$450K – 210
2018
Q3 		$450K Buy
+7,765
New +$454K 0.04% 167

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 $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gamble Jones Investment Counsel's CMF Position: Q4 2018 in Review

Gamble Jones Investment Counsel sold out of iShares California Muni Bond ETF (CMF) in Q4 2018, closing a stake of 7,765 shares — an estimated $450K sold.

Gamble Jones Investment Counsel first reported a position in CMF in Q3 2018 and held it in 1 quarter. The position peaked at $450K in Q3 2018. 130 funds tracked by Wall St. Rank hold CMF as of Q4 2018.

  • Gamble Jones Investment Counsel reported no remaining iShares California Muni Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Gamble Jones Investment Counsel sold 7,765 iShares California Muni Bond ETF shares in Q4 2018, an estimated $450K.
  • Gamble Jones Investment Counsel first reported a position in iShares California Muni Bond ETF in Q3 2018 and held it in 1 quarter.
  • Gamble Jones Investment Counsel's iShares California Muni Bond ETF position peaked at $450K in Q3 2018.
  • 130 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2018.

Based on Gamble Jones Investment Counsel's 13F filing for Q4 2018, filed 4 Feb 2019.