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QCI Asset Management’s iShares California Muni Bond ETF CMF Stock Holding History

QCI Asset 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
2021
Q2 		– Sell
-3,693
Closed -$229K – 158
2021
Q1 		$229K Buy
+3,693
New +$231K 0.01% 140

Other funds holding CMF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

QCI Asset Management's CMF Position: Q2 2021 in Review

QCI Asset Management sold out of iShares California Muni Bond ETF (CMF) in Q2 2021, closing a stake of 3,693 shares — an estimated $229K sold.

QCI Asset Management first reported a position in CMF in Q1 2021 and held it in 1 quarter. The position peaked at $229K in Q1 2021. 188 funds tracked by Wall St. Rank hold CMF as of Q2 2021.

  • QCI Asset Management reported no remaining iShares California Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
  • QCI Asset Management sold 3,693 iShares California Muni Bond ETF shares in Q2 2021, an estimated $229K.
  • QCI Asset Management first reported a position in iShares California Muni Bond ETF in Q1 2021 and held it in 1 quarter.
  • QCI Asset Management's iShares California Muni Bond ETF position peaked at $229K in Q1 2021.
  • 188 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2021.

Based on QCI Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.