Wealthsource Partners LLC Has $3.86 Million Position in iShares S&P California Mun Bnd Fnd (CMF)

Wealthsource Partners LLC increased its stake in shares of iShares S&P California Mun Bnd Fnd (NYSEARCA:CMF) by 81.9% in the fourth quarter, Holdings Channel reports. The firm owned 65,166 shares of the company’s stock after buying an additional 29,350 shares during the period. iShares S&P California Mun Bnd Fnd makes up approximately 1.2% of Wealthsource Partners LLC’s investment portfolio, making the stock its 18th largest position. Wealthsource Partners LLC’s holdings in iShares S&P California Mun Bnd Fnd were worth $3,855,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. D.A. Davidson & CO. raised its stake in iShares S&P California Mun Bnd Fnd by 70.7% in the fourth quarter. D.A. Davidson & CO. now owns 9,818 shares of the company’s stock valued at $581,000 after buying an additional 4,067 shares during the last quarter. Grubman Wealth Management raised its stake in iShares S&P California Mun Bnd Fnd by 101.2% in the fourth quarter. Grubman Wealth Management now owns 62,664 shares of the company’s stock valued at $3,707,000 after buying an additional 31,520 shares during the last quarter. Whittier Trust Co. raised its stake in iShares S&P California Mun Bnd Fnd by 100.0% in the fourth quarter. Whittier Trust Co. now owns 10,940 shares of the company’s stock valued at $647,000 after buying an additional 5,470 shares during the last quarter. US Bancorp DE raised its stake in iShares S&P California Mun Bnd Fnd by 100.0% in the fourth quarter. US Bancorp DE now owns 1,858 shares of the company’s stock valued at $110,000 after buying an additional 929 shares during the last quarter. Finally, Bailard Inc. raised its stake in iShares S&P California Mun Bnd Fnd by 94.2% in the fourth quarter. Bailard Inc. now owns 299,033 shares of the company’s stock valued at $17,688,000 after buying an additional 145,038 shares during the last quarter.

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Shares of CMF stock opened at $58.10 on Wednesday. iShares S&P California Mun Bnd Fnd has a 12 month low of $57.69 and a 12 month high of $59.75.

The firm also recently declared a monthly dividend, which was paid on Wednesday, March 7th. Shareholders of record on Friday, March 2nd were paid a $0.1102 dividend. The ex-dividend date was Thursday, March 1st. This is a boost from iShares S&P California Mun Bnd Fnd’s previous monthly dividend of $0.10. This represents a $1.32 dividend on an annualized basis and a yield of 2.28%.

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iShares S&P California Mun Bnd Fnd Company Profile

iShares California AMT-Free Muni Bond ETF (the Fund), formerly iShares S&P California AMT-Free Municipal Bond Fund, is an exchange-traded fund (ETF). The Fund seeks to track the investment results of the S&P California AMT-Free Municipal Bond Index (the Index), which measures the performance of the investment-grade segment of the California municipal bond market and the components primarily include transportation and utilities companies.

Want to see what other hedge funds are holding CMF? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares S&P California Mun Bnd Fnd (NYSEARCA:CMF).

Institutional Ownership by Quarter for iShares S&P California Mun Bnd Fnd (NYSEARCA:CMF)

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