AG
CMA

Advisor Group’s Comerica CMA Stock Holding History

Advisor Group’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
2019
Q4 		$699K Sell
9,756
-1,721
-15% -$118K ﹤0.01% 1440
2019
Q3 		$759K Sell
11,477
-2,058
-15% -$136K 0.01% 1320
2019
Q2 		$985K Sell
13,535
-28,503
-68% -$2.12M 0.01% 1133
2019
Q1 		$3.08M Sell
42,038
-24,447
-37% -$1.96M 0.03% 537
2018
Q4 		$4.57M Buy
66,485
+36,822
+124% +$2.93M 0.04% 334
2018
Q3 		$2.67M Buy
29,663
+13,362
+82% +$1.27M 0.03% 543
2018
Q2 		$1.48M Sell
16,301
-70
-0.4% -$6.71K 0.02% 675
2018
Q1 		$1.57M Sell
16,371
-7,918
-33% -$755K 0.02% 658
2017
Q4 		$2.11M Buy
24,289
+2,912
+14% +$234K 0.03% 543
2017
Q3 		$1.63M Buy
21,377
+2,908
+16% +$208K 0.03% 580
2017
Q2 		$1.35M Buy
18,469
+4,540
+33% +$319K 0.02% 611
2017
Q1 		$956K Buy
13,929
+4,516
+48% +$315K 0.02% 730
2016
Q4 		$641K Sell
9,413
-1,080
-10% -$63.3K 0.01% 865
2016
Q3 		$497K Buy
10,493
+9,933
+1,774% +$450K 0.01% 979
2016
Q2 		$21K Buy
+560
New +$23.9K ﹤0.01% 3038

Other funds holding CMA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Advisor Group's CMA Position: Q4 2019 in Review

Advisor Group reduced its Comerica (CMA) stake by 15% in Q4 2019, selling an estimated $118K and leaving 9,756 shares worth $699K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Advisor Group first reported a position in CMA in Q2 2016 and has held it in 15 quarters since. The position peaked at $4.57M in Q4 2018. 536 funds tracked by Wall St. Rank hold CMA as of Q4 2019.

  • Advisor Group held 9,756 shares of Comerica worth $699K as of Q4 2019.
  • Advisor Group sold 1,721 Comerica shares in Q4 2019, an estimated $118K.
  • Comerica made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1440 holding.
  • Advisor Group first reported a position in Comerica in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Comerica position peaked at $4.57M in Q4 2018.
  • 536 funds tracked by Wall St. Rank held Comerica as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.