Acorn Wealth Advisors’s Comerica CMA Stock Holding History

Acorn Wealth Advisors’s Portfolio CMA Stock Details CMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-603	Closed	-$55K	–	167
2018 Q2	$55K	Hold	603	–	–	0.05%	258
2018 Q1	$58K	Sell	603 -143	-19%	-$13.6K	0.05%	239
2017 Q4	$66K	Buy	+746	New	+$60K	0.06%	216

Other funds holding CMA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Acorn Wealth Advisors's CMA Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Comerica (CMA) in Q3 2018, closing a stake of 603 shares — an estimated $55K sold.

Acorn Wealth Advisors first reported a position in CMA in Q4 2017 and held it in 3 quarters. The position peaked at $66K in Q4 2017. 577 funds tracked by Wall St. Rank hold CMA as of Q3 2018.

Acorn Wealth Advisors reported no remaining Comerica position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 603 Comerica shares in Q3 2018, an estimated $55K.
Acorn Wealth Advisors first reported a position in Comerica in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Comerica position peaked at $66K in Q4 2017.
577 funds tracked by Wall St. Rank held Comerica as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.