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Hanson & Doremus Investment Management’s iShares California Muni Bond ETF CMF Stock Holding History

Hanson & Doremus Investment 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
2018
Q3 		– Sell
-530
Closed -$31K – 460
2018
Q2 		$31K Hold
530
– – 0.01% 342
2018
Q1 		$31K Hold
530
– – 0.01% 357
2017
Q4 		$31K Hold
530
– – 0.01% 346
2017
Q3 		$31K Hold
530
– – 0.01% 328
2017
Q2 		$31K Buy
+530
New +$31.1K 0.01% 319

Other funds holding CMF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Hanson & Doremus Investment Management's CMF Position: Q3 2018 in Review

Hanson & Doremus Investment Management sold out of iShares California Muni Bond ETF (CMF) in Q3 2018, closing a stake of 530 shares — an estimated $31K sold.

Hanson & Doremus Investment Management first reported a position in CMF in Q2 2017 and held it in 5 quarters. The position peaked at $31K in Q2 2018. 123 funds tracked by Wall St. Rank hold CMF as of Q3 2018.

  • Hanson & Doremus Investment Management reported no remaining iShares California Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 530 iShares California Muni Bond ETF shares in Q3 2018, an estimated $31K.
  • Hanson & Doremus Investment Management first reported a position in iShares California Muni Bond ETF in Q2 2017 and held it in 5 quarters.
  • Hanson & Doremus Investment Management's iShares California Muni Bond ETF position peaked at $31K in Q2 2018.
  • 123 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2018.

Based on Hanson & Doremus Investment Management's 13F filing for Q3 2018, filed 24 Oct 2018.