PVWM
CCA

Point View Wealth Management’s MFS California Municipal Fund CCA Stock Holding History

Point View Wealth Management’s Portfolio CCA Stock Details CCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-10,148
Closed -$106K – 265
2018
Q1 		$106K Buy
+10,148
New +$110K 0.05% 245
2017
Q4 		– Sell
-10,148
Closed -$126K – 272
2017
Q3 		$126K Hold
10,148
– – 0.06% 251
2017
Q2 		$118K Hold
10,148
– – 0.06% 250
2017
Q1 		$117K Hold
10,148
– – 0.06% 249
2016
Q4 		$114K Hold
10,148
– – 0.07% 240
2016
Q3 		$141K Hold
10,148
– – 0.08% 223
2016
Q2 		$141K Hold
10,148
– – 0.09% 223
2016
Q1 		$124K Buy
+10,148
New +$122K 0.08% 221

Other funds holding CCA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Point View Wealth Management's CCA Position: Q2 2018 in Review

Point View Wealth Management sold out of MFS California Municipal Fund (CCA) in Q2 2018, closing a stake of 10,148 shares — an estimated $106K sold.

Point View Wealth Management first reported a position in CCA in Q1 2016 and held it in 8 quarters. The position peaked at $141K in Q3 2016. 15 funds tracked by Wall St. Rank hold CCA as of Q2 2018.

  • Point View Wealth Management reported no remaining MFS California Municipal Fund position as of Q2 2018 after selling out during the quarter.
  • Point View Wealth Management sold 10,148 MFS California Municipal Fund shares in Q2 2018, an estimated $106K.
  • Point View Wealth Management first reported a position in MFS California Municipal Fund in Q1 2016 and held it in 8 quarters.
  • Point View Wealth Management's MFS California Municipal Fund position peaked at $141K in Q3 2016.
  • 15 funds tracked by Wall St. Rank held MFS California Municipal Fund as of Q2 2018.

Based on Point View Wealth Management's 13F filing for Q2 2018, filed 8 Aug 2018.