Avantax Planning Partners’s Comerica CMA Stock Holding History

Avantax Planning Partners’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 Q2	–	Sell	-12	Closed	-$1K	–	459
2018 Q1	$1K	Buy	+12	New	+$1.14K	﹤0.01%	1684

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

Millennium Management New York $240B AUM 35.51% 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

TCIM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Avantax Planning Partners's CMA Position: Q2 2018 in Review

Avantax Planning Partners sold out of Comerica (CMA) in Q2 2018, closing a stake of 12 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in CMA in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 589 funds tracked by Wall St. Rank hold CMA as of Q2 2018.

Avantax Planning Partners reported no remaining Comerica position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 12 Comerica shares in Q2 2018, an estimated $1K.
Avantax Planning Partners first reported a position in Comerica in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Comerica position peaked at $1K in Q1 2018.
589 funds tracked by Wall St. Rank held Comerica as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.