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CCA
MFS California Municipal Fund
Delisted
CCA was delisted on the 11th of September, 2019.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
Wells Fargo
San Francisco,
California
| $1.22M | +$51.2K | +4,340 | +4% |
|
| 2 |
2
Morgan Stanley
New York
| $454K | +$123K | +10,394 | +36% |
|
| 3 |
3
UBS Group
Zurich,
Switzerland
| $374K | +$31.8K | +2,695 | +9% |
|
| 4 |
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $163K | – | – | – |
|
| 5 |
CRC
5
Curi RMB Capital
Chicago,
Illinois
| $128K | +$131K | +11,080 | New |
|
| 6 |
DI
6
Diligent Investors
Redlands,
California
| $116K | -$11.8K | -1,000 | -9% |
|
| 7 |
WAM
7
Wolverine Asset Management
Chicago,
Illinois
| $39K | +$40.8K | +3,461 | New |
|
| 8 |
8
Bank of America
Charlotte,
North Carolina
| $17K | – | – | – |
|
| 9 |
AAM
9
Advisors Asset Management
Monument,
Colorado
| – | -$657K | -53,024 | Closed |
|
| 10 |
10
Northern Trust
Chicago,
Illinois
| – | -$1K | -11,232 | Closed |
|
| 11 |
PVWM
11
Point View Wealth Management
Summit,
New Jersey
| – | -$126K | -10,148 | Closed |
|