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

Hollencrest Capital 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
Q1 		– Sell
-3,411
Closed -$202K – 337
2017
Q4 		$202K Buy
+3,411
New +$202K 0.03% 271

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B
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UBS Group
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hollencrest Capital Management's CMF Position: Q1 2018 in Review

Hollencrest Capital Management sold out of iShares California Muni Bond ETF (CMF) in Q1 2018, closing a stake of 3,411 shares — an estimated $202K sold.

Hollencrest Capital Management first reported a position in CMF in Q4 2017 and held it in 1 quarter. The position peaked at $202K in Q4 2017. 112 funds tracked by Wall St. Rank hold CMF as of Q1 2018.

  • Hollencrest Capital Management reported no remaining iShares California Muni Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Hollencrest Capital Management sold 3,411 iShares California Muni Bond ETF shares in Q1 2018, an estimated $202K.
  • Hollencrest Capital Management first reported a position in iShares California Muni Bond ETF in Q4 2017 and held it in 1 quarter.
  • Hollencrest Capital Management's iShares California Muni Bond ETF position peaked at $202K in Q4 2017.
  • 112 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2018.

Based on Hollencrest Capital Management's 13F filing for Q1 2018, filed 24 Apr 2018.