LRPA
CMF icon

L. Roy Papp & Associates’s iShares California Muni Bond ETF CMF Stock Holding History

L. Roy Papp & 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
2021
Q1 		– Sell
-4,700
Closed -$295K – 172
2020
Q4 		$295K Hold
4,700
– – 0.03% 157
2020
Q3 		$293K Buy
4,700
+1,000
+27% +$62.6K 0.04% 147
2020
Q2 		$230K Buy
+3,700
New +$227K 0.03% 151

Other funds holding CMF

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
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
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

L. Roy Papp & Associates's CMF Position: Q1 2021 in Review

L. Roy Papp & Associates sold out of iShares California Muni Bond ETF (CMF) in Q1 2021, closing a stake of 4,700 shares — an estimated $295K sold.

L. Roy Papp & Associates first reported a position in CMF in Q2 2020 and held it in 3 quarters. The position peaked at $295K in Q4 2020. 182 funds tracked by Wall St. Rank hold CMF as of Q1 2021.

  • L. Roy Papp & Associates reported no remaining iShares California Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
  • L. Roy Papp & Associates sold 4,700 iShares California Muni Bond ETF shares in Q1 2021, an estimated $295K.
  • L. Roy Papp & Associates first reported a position in iShares California Muni Bond ETF in Q2 2020 and held it in 3 quarters.
  • L. Roy Papp & Associates's iShares California Muni Bond ETF position peaked at $295K in Q4 2020.
  • 182 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2021.

Based on L. Roy Papp & Associates's 13F filing for Q1 2021, filed 6 May 2021.