Taylor, Cottrill, Erickson & Associates, Inc. Ishares California Muni Bond E Transaction History

Taylor, Cottrill, Erickson & Associates, Inc.

  • $359 Million
  • Q3 2024

A detailed history of Taylor, Cottrill, Erickson & Associates, Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Taylor, Cottrill, Erickson & Associates, Inc. holds 6,350 shares of CMF stock, worth $362,458. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,350
Previous 6,350 -0.0%
Holding current value
$362,458
Previous $361,000 1.94%
% of portfolio
0.1%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
SELL
$53.93 - $58.09 $75,502 - $81,326
-1,400 Reduced 18.06%
6,350 $367,000
Q4 2022

Jan 31, 2023
BUY
$53.99 - $56.91 $205,162 - $216,258
3,800 Added 96.2%
7,750 $435,000
Q2 2022

Jul 28, 2022
BUY
$55.37 - $58.09 $218,711 - $229,455
3,950 New
3,950 $223,000

Others Institutions Holding CMF

# of Institutions
289
Shares Held
38.7M
Call Options Held
5K
Put Options Held
4.5K
View Full List

About ISHARES CALIFORNIA MUNI BOND E

CMF Quotes by TradingView
  • Ticker CMF
  • Sector ETFs
  • Industry ETFs
More about CMF
Track This Portfolio

Track Taylor, Cottrill, Erickson & Associates, Inc. Portfolio

Follow Taylor, Cottrill, Erickson & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Taylor, Cottrill, Erickson & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Taylor, Cottrill, Erickson & Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email