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

Jefferies 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
Q1 		– Sell
-102
Closed -$6K – 2061
2013
Q4 		$6K Sell
102
-6,472
-98% -$355K ﹤0.01% 1823
2013
Q3 		$358K Hold
6,574
– – ﹤0.01% 1352
2013
Q2 		$355K Buy
+6,574
New +$373K ﹤0.01% 1218

Other funds holding CMF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MA
MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Jefferies Group's CMF Position: Q1 2014 in Review

Jefferies Group sold out of iShares California Muni Bond ETF (CMF) in Q1 2014, closing a stake of 102 shares — an estimated $6K sold.

Jefferies Group first reported a position in CMF in Q2 2013 and held it in 3 quarters. The position peaked at $358K in Q3 2013. 48 funds tracked by Wall St. Rank hold CMF as of Q1 2014.

  • Jefferies Group reported no remaining iShares California Muni Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Jefferies Group sold 102 iShares California Muni Bond ETF shares in Q1 2014, an estimated $6K.
  • Jefferies Group first reported a position in iShares California Muni Bond ETF in Q2 2013 and held it in 3 quarters.
  • Jefferies Group's iShares California Muni Bond ETF position peaked at $358K in Q3 2013.
  • 48 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2014.

Based on Jefferies Group's 13F filing for Q1 2014, filed 16 May 2014.