BP
CMA

Banyan Partners’s Comerica CMA Stock Holding History

Banyan 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
2014
Q3 		$210K Sell
4,215
-620
-13% -$31.1K 0.02% 378
2014
Q2 		$243K Buy
4,835
+565
+13% +$27.6K 0.02% 361
2014
Q1 		$221K Hold
4,270
– – 0.02% 363
2013
Q4 		$203K Buy
+4,270
New +$188K 0.01% 389

Other funds holding CMA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Banyan Partners's CMA Position: Q3 2014 in Review

Banyan Partners reduced its Comerica (CMA) stake by 13% in Q3 2014, selling an estimated $31.1K and leaving 4,215 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #378.

Banyan Partners first reported a position in CMA in Q4 2013 and has held it in 4 quarters since. The position peaked at $243K in Q2 2014. 424 funds tracked by Wall St. Rank hold CMA as of Q3 2014.

  • Banyan Partners held 4,215 shares of Comerica worth $210K as of Q3 2014.
  • Banyan Partners sold 620 Comerica shares in Q3 2014, an estimated $31.1K.
  • Comerica made up 0.02% of Banyan Partners's portfolio in Q3 2014, its #378 holding.
  • Banyan Partners first reported a position in Comerica in Q4 2013 and has held it in 4 quarters since.
  • Banyan Partners's Comerica position peaked at $243K in Q2 2014.
  • 424 funds tracked by Wall St. Rank held Comerica as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.