PWM
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Patriot Wealth Management’s iShares California Muni Bond ETF CMF Stock Holding History

Patriot Wealth Management’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 		$403K Hold
6,898
– – 0.06% 72
2018
Q3 		$400K Hold
6,898
– – 0.05% 77
2018
Q2 		$404K Hold
6,898
– – 0.06% 74
2018
Q1 		$403K Hold
6,898
– – 0.06% 78
2017
Q4 		$408K Buy
+6,898
New +$408K 0.06% 82

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 $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Patriot Wealth Management's CMF Position: Q4 2018 in Review

Patriot Wealth Management held its iShares California Muni Bond ETF (CMF) position steady in Q4 2018 at 6,898 shares worth $403K. The position accounts for 0.06% of the portfolio, ranked #72.

Patriot Wealth Management first reported a position in CMF in Q4 2017 and has held it in 5 quarters since. The position peaked at $408K in Q4 2017. 130 funds tracked by Wall St. Rank hold CMF as of Q4 2018.

  • Patriot Wealth Management held 6,898 shares of iShares California Muni Bond ETF worth $403K as of Q4 2018.
  • Patriot Wealth Management left its iShares California Muni Bond ETF share count unchanged in Q4 2018.
  • iShares California Muni Bond ETF made up 0.06% of Patriot Wealth Management's portfolio in Q4 2018, its #72 holding.
  • Patriot Wealth Management first reported a position in iShares California Muni Bond ETF in Q4 2017 and has held it in 5 quarters since.
  • Patriot Wealth Management's iShares California Muni Bond ETF position peaked at $408K in Q4 2017.
  • 130 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.