NewFocus Financial Group, LLC CMF Holdings History
NewFocus Financial Group, LLC's iShares California Muni Bond ETF Holding Summary
As of 2020-12-31, NewFocus Financial Group, LLC held 277,390.00 shares of iShares California Muni Bond ETF(CMF), totaling $17.43 Mil. This investment constitutes 5.15% of their stock portfolio, and NewFocus Financial Group, LLC now holds 0.88% of the outstanding iShares California Muni Bond ETF(CMF) stock.
The initial trade took place in 2015Q3. And since then NewFocus Financial Group, LLC has made 5 purchases of CMF, at an average price of $60.40, for a total of 339,081.00 shares. In addition, there have been 4 sales at an average price of $61.19 for 61,691.00 shares. Based on historical transaction data and CMF's current price of $55.66, NewFocus Financial Group, LLC's estimated gain on his CMF holdings is $-1.27 Mil, reflecting a -6.20% gain to date.
NewFocus Financial Group, LLC CMF ($55.66) Holding Chart
NewFocus Financial Group, LLC CMF ($55.66) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
