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San Francisco Sentry Investment Group’s iShares California Muni Bond ETF CMF Stock Holding History

San Francisco Sentry Investment Group’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
Q3 		– Sell
-1,190
Closed -$70K – 895
2018
Q2 		$70K Hold
1,190
– – 0.03% 350
2018
Q1 		$69K Buy
1,190
+865
+266% +$50.6K 0.02% 413
2017
Q4 		$19K Buy
+325
New +$19.2K 0.01% 582

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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

San Francisco Sentry Investment Group's CMF Position: Q3 2018 in Review

San Francisco Sentry Investment Group sold out of iShares California Muni Bond ETF (CMF) in Q3 2018, closing a stake of 1,190 shares — an estimated $70K sold.

San Francisco Sentry Investment Group first reported a position in CMF in Q4 2017 and held it in 3 quarters. The position peaked at $70K in Q2 2018. 123 funds tracked by Wall St. Rank hold CMF as of Q3 2018.

  • San Francisco Sentry Investment Group reported no remaining iShares California Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 1,190 iShares California Muni Bond ETF shares in Q3 2018, an estimated $70K.
  • San Francisco Sentry Investment Group first reported a position in iShares California Muni Bond ETF in Q4 2017 and held it in 3 quarters.
  • San Francisco Sentry Investment Group's iShares California Muni Bond ETF position peaked at $70K in Q2 2018.
  • 123 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q3 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q3 2018, filed 9 Nov 2018.