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Shufro Rose & Co’s iShares California Muni Bond ETF CMF Stock Holding History

Shufro Rose & Co’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
2020
Q4 		– Sell
-7,216
Closed -$450K – 296
2020
Q3 		$450K Hold
7,216
– – 0.04% 166
2020
Q2 		$449K Hold
7,216
– – 0.04% 158
2020
Q1 		$437K Buy
+7,216
New +$442K 0.05% 155

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
NFG
NewFocus Financial Group Vancouver, Washington $340M AUM 17.91% 1-Year Est. Return

Shufro Rose & Co's CMF Position: Q4 2020 in Review

Shufro Rose & Co sold out of iShares California Muni Bond ETF (CMF) in Q4 2020, closing a stake of 7,216 shares — an estimated $450K sold.

Shufro Rose & Co first reported a position in CMF in Q1 2020 and held it in 3 quarters. The position peaked at $450K in Q3 2020. 176 funds tracked by Wall St. Rank hold CMF as of Q4 2020.

  • Shufro Rose & Co reported no remaining iShares California Muni Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Shufro Rose & Co sold 7,216 iShares California Muni Bond ETF shares in Q4 2020, an estimated $450K.
  • Shufro Rose & Co first reported a position in iShares California Muni Bond ETF in Q1 2020 and held it in 3 quarters.
  • Shufro Rose & Co's iShares California Muni Bond ETF position peaked at $450K in Q3 2020.
  • 176 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2020.

Based on Shufro Rose & Co's 13F filing for Q4 2020, filed 3 Feb 2021.