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

Watermark 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
2018 Q4	$28K	Buy	483 +392	+431%	+$22.6K	0.01%	119
2018 Q3	$5K	Hold	91	–	–	﹤0.01%	173
2018 Q2	$5K	Buy	91 +1	+1%	+$58	﹤0.01%	174
2018 Q1	$5K	Buy	+90	New	+$5.26K	﹤0.01%	182

Other funds holding CMF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Watermark Asset Management's CMF Position: Q4 2018 in Review

Watermark Asset Management increased its iShares California Muni Bond ETF (CMF) stake by 431% in Q4 2018, buying an estimated $22.6K and bringing the position to 483 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #119.

Watermark Asset Management first reported a position in CMF in Q1 2018 and has held it in 4 quarters since. 130 funds tracked by Wall St. Rank hold CMF as of Q4 2018.

Watermark Asset Management held 483 shares of iShares California Muni Bond ETF worth $28K as of Q4 2018.
Watermark Asset Management bought 392 iShares California Muni Bond ETF shares in Q4 2018, an estimated $22.6K.
iShares California Muni Bond ETF made up 0.01% of Watermark Asset Management's portfolio in Q4 2018, its #119 holding.
Watermark Asset Management first reported a position in iShares California Muni Bond ETF in Q1 2018 and has held it in 4 quarters since.
130 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q4 2018.

Based on Watermark Asset Management's 13F filing for Q4 2018, filed 14 Jan 2019.