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Integrated Wealth Management (Palm Desert)’s iShares California Muni Bond ETF CMF Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-502
Closed -$30K – 367
2016
Q3 		$30K Buy
+502
New +$30.5K 0.01% 514

Other funds holding CMF

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s CMF Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares California Muni Bond ETF (CMF) in Q4 2016, closing a stake of 502 shares — an estimated $30K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CMF in Q3 2016 and held it in 1 quarter. The position peaked at $30K in Q3 2016. 84 funds tracked by Wall St. Rank hold CMF as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining iShares California Muni Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 502 iShares California Muni Bond ETF shares in Q4 2016, an estimated $30K.
  • Integrated Wealth Management (Palm Desert) first reported a position in iShares California Muni Bond ETF in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s iShares California Muni Bond ETF position peaked at $30K in Q3 2016.
  • 84 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.