Bartlett & Co Wealth Management’s Comerica CMA Stock Holding History

Bartlett & Co 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
2019 Q2	–	Sell	-9	Closed	-$660	–	776
2019 Q1	$660	Buy	+9	New	+$721	﹤0.01%	700

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bartlett & Co Wealth Management's CMA Position: Q2 2019 in Review

Bartlett & Co Wealth Management sold out of Comerica (CMA) in Q2 2019, closing a stake of 9 shares — an estimated $660 sold.

Bartlett & Co Wealth Management first reported a position in CMA in Q1 2019 and held it in 1 quarter. The position peaked at $660 in Q1 2019. 558 funds tracked by Wall St. Rank hold CMA as of Q2 2019.

Bartlett & Co Wealth Management reported no remaining Comerica position as of Q2 2019 after selling out during the quarter.
Bartlett & Co Wealth Management sold 9 Comerica shares in Q2 2019, an estimated $660.
Bartlett & Co Wealth Management first reported a position in Comerica in Q1 2019 and held it in 1 quarter.
Bartlett & Co Wealth Management's Comerica position peaked at $660 in Q1 2019.
558 funds tracked by Wall St. Rank held Comerica as of Q2 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2019, filed 13 Feb 2024.