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Ken Stern & Associates’s iShares California Muni Bond ETF CMF Stock Holding History

Ken Stern & Associates’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
2017
Q1 		– Sell
-5,874
Closed -$339K – 116
2016
Q4 		$339K Buy
+5,874
New +$343K 0.18% 79

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 $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

Ken Stern & Associates's CMF Position: Q1 2017 in Review

Ken Stern & Associates sold out of iShares California Muni Bond ETF (CMF) in Q1 2017, closing a stake of 5,874 shares — an estimated $339K sold.

Ken Stern & Associates first reported a position in CMF in Q4 2016 and held it in 1 quarter. The position peaked at $339K in Q4 2016. 81 funds tracked by Wall St. Rank hold CMF as of Q1 2017.

  • Ken Stern & Associates reported no remaining iShares California Muni Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Ken Stern & Associates sold 5,874 iShares California Muni Bond ETF shares in Q1 2017, an estimated $339K.
  • Ken Stern & Associates first reported a position in iShares California Muni Bond ETF in Q4 2016 and held it in 1 quarter.
  • Ken Stern & Associates's iShares California Muni Bond ETF position peaked at $339K in Q4 2016.
  • 81 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2017.

Based on Ken Stern & Associates's 13F filing for Q1 2017, filed 11 May 2017.