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Opes Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Opes Advisors’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 		$201K Buy
+3,445
New +$198K 0.14% 42
2018
Q2 		– Sell
-26,084
Closed -$1.52M – 47
2018
Q1 		$1.52M Buy
26,084
+2,640
+11% +$154K 1.23% 19
2017
Q4 		$1.39M Buy
+23,444
New +$1.39M 0.99% 21

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
B
Bailard Foster City, California $4.91B AUM 31.75% 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

Opes Advisors's CMF Position: Q4 2018 in Review

Opes Advisors opened a new position in iShares California Muni Bond ETF (CMF) in Q4 2018: 3,445 shares worth $201K. The stake represents 0.14% of the portfolio and ranks #42 among its holdings. This is a return to the name: Opes Advisors previously reported a position in CMF as recently as Q1 2018.

Opes Advisors first reported a position in CMF in Q4 2017 and has held it in 3 quarters since. The position peaked at $1.52M in Q1 2018. 130 funds tracked by Wall St. Rank hold CMF as of Q4 2018.

  • Opes Advisors held 3,445 shares of iShares California Muni Bond ETF worth $201K as of Q4 2018.
  • iShares California Muni Bond ETF was a new Opes Advisors position in Q4 2018.
  • iShares California Muni Bond ETF made up 0.14% of Opes Advisors's portfolio in Q4 2018, its #42 holding.
  • Opes Advisors first reported a position in iShares California Muni Bond ETF in Q4 2017 and has held it in 3 quarters since.
  • Opes Advisors's iShares California Muni Bond ETF position peaked at $1.52M in Q1 2018.
  • 130 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2018.

Based on Opes Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.