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Lugano Financial Advisors SA (LFA)’s iShares California Muni Bond ETF CMF Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2019
Q1 		– Sell
-14,960
Closed -$868K – 143
2018
Q4 		$868K Hold
14,960
– – 0.6% 32
2018
Q3 		$868K Hold
14,960
– – 0.6% 32
2018
Q2 		$870K Buy
+14,960
New +$871K 0.83% 31

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 $8.18B AUM 28.28% 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 $8.53B AUM 21.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 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

Lugano Financial Advisors SA (LFA)'s CMF Position: Q1 2019 in Review

Lugano Financial Advisors SA (LFA) sold out of iShares California Muni Bond ETF (CMF) in Q1 2019, closing a stake of 14,960 shares — an estimated $868K sold.

Lugano Financial Advisors SA (LFA) first reported a position in CMF in Q2 2018 and held it in 3 quarters. The position peaked at $870K in Q2 2018. 135 funds tracked by Wall St. Rank hold CMF as of Q1 2019.

  • Lugano Financial Advisors SA (LFA) reported no remaining iShares California Muni Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 14,960 iShares California Muni Bond ETF shares in Q1 2019, an estimated $868K.
  • Lugano Financial Advisors SA (LFA) first reported a position in iShares California Muni Bond ETF in Q2 2018 and held it in 3 quarters.
  • Lugano Financial Advisors SA (LFA)'s iShares California Muni Bond ETF position peaked at $870K in Q2 2018.
  • 135 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2019.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2019, filed 30 Apr 2019.