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National Planning Corporation’s iShares California Muni Bond ETF CMF Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-650
Closed -$38.6K – 891
2014
Q4 		$38.6K Buy
+650
New +$38.2K ﹤0.01% 1391

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BTS
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UBS Group
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B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

National Planning Corporation's CMF Position: Q1 2015 in Review

National Planning Corporation sold out of iShares California Muni Bond ETF (CMF) in Q1 2015, closing a stake of 650 shares — an estimated $38.6K sold.

National Planning Corporation first reported a position in CMF in Q4 2014 and held it in 1 quarter. The position peaked at $38.6K in Q4 2014. 57 funds tracked by Wall St. Rank hold CMF as of Q1 2015.

  • National Planning Corporation reported no remaining iShares California Muni Bond ETF position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 650 iShares California Muni Bond ETF shares in Q1 2015, an estimated $38.6K.
  • National Planning Corporation first reported a position in iShares California Muni Bond ETF in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's iShares California Muni Bond ETF position peaked at $38.6K in Q4 2014.
  • 57 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.