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KCS Wealth Advisory’s iShares California Muni Bond ETF CMF Stock Holding History

KCS Wealth Advisory’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
-8,703
Closed -$505K – 153
2018
Q3 		$505K Sell
8,703
-7,669
-47% -$448K 0.47% 94
2018
Q2 		$958K Sell
16,372
-3,945
-19% -$230K 0.89% 29
2018
Q1 		$1.19M Buy
20,317
+1,725
+9% +$101K 1.08% 15
2017
Q4 		$1.1M Buy
+18,592
New +$1.1M 1.06% 15

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 $4.86B AUM 22.78% 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 $7.29B AUM 16.22% 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
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

KCS Wealth Advisory's CMF Position: Q4 2018 in Review

KCS Wealth Advisory sold out of iShares California Muni Bond ETF (CMF) in Q4 2018, closing a stake of 8,703 shares — an estimated $505K sold.

KCS Wealth Advisory first reported a position in CMF in Q4 2017 and held it in 4 quarters. The position peaked at $1.19M in Q1 2018. 130 funds tracked by Wall St. Rank hold CMF as of Q4 2018.

  • KCS Wealth Advisory reported no remaining iShares California Muni Bond ETF position as of Q4 2018 after selling out during the quarter.
  • KCS Wealth Advisory sold 8,703 iShares California Muni Bond ETF shares in Q4 2018, an estimated $505K.
  • KCS Wealth Advisory first reported a position in iShares California Muni Bond ETF in Q4 2017 and held it in 4 quarters.
  • KCS Wealth Advisory's iShares California Muni Bond ETF position peaked at $1.19M in Q1 2018.
  • 130 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2018.

Based on KCS Wealth Advisory's 13F filing for Q4 2018, filed 17 Jan 2019.