AWM
CMA

AllSquare Wealth Management’s Comerica CMA Stock Holding History

AllSquare Wealth Management’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
-306
Closed -$28K – 477
2018
Q2 		$28K Hold
306
– – 0.02% 241
2018
Q1 		$29K Buy
+306
New +$29.2K 0.02% 210

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Millennium Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

AllSquare Wealth Management's CMA Position: Q3 2018 in Review

AllSquare Wealth Management sold out of Comerica (CMA) in Q3 2018, closing a stake of 306 shares — an estimated $28K sold.

AllSquare Wealth Management first reported a position in CMA in Q1 2018 and held it in 2 quarters. The position peaked at $29K in Q1 2018. 578 funds tracked by Wall St. Rank hold CMA as of Q3 2018.

  • AllSquare Wealth Management reported no remaining Comerica position as of Q3 2018 after selling out during the quarter.
  • AllSquare Wealth Management sold 306 Comerica shares in Q3 2018, an estimated $28K.
  • AllSquare Wealth Management first reported a position in Comerica in Q1 2018 and held it in 2 quarters.
  • AllSquare Wealth Management's Comerica position peaked at $29K in Q1 2018.
  • 578 funds tracked by Wall St. Rank held Comerica as of Q3 2018.

Based on AllSquare Wealth Management's 13F filing for Q3 2018, filed 2 Nov 2018.