BCA
CMA

Berman Capital Advisors’s Comerica CMA Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$106K Buy
1,326
+1
+0.1% +$72 0.02% 419
2021
Q2 		$94K Sell
1,325
-1
-0.1% -$74 0.02% 400
2021
Q1 		$95K Buy
1,326
+77
+6% +$5.04K 0.02% 319
2020
Q4 		$69K Buy
1,249
+141
+13% +$6.87K 0.02% 329
2020
Q3 		$42K Buy
1,108
+42
+4% +$1.61K 0.01% 386
2020
Q2 		$40K Buy
1,066
+207
+24% +$7.22K 0.01% 374
2020
Q1 		$24K Buy
+859
New +$46.6K 0.01% 448
2019
Q3 		– Sell
-208
Closed -$15K – 1460
2019
Q2 		$15K Buy
208
+144
+225% +$10.7K ﹤0.01% 591
2019
Q1 		$4K Buy
64
+54
+540% +$4.33K ﹤0.01% 907
2018
Q4 		$0 Buy
+10
New +$795 ﹤0.01% 1144

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Berman Capital Advisors's CMA Position: Q3 2021 in Review

Berman Capital Advisors increased its Comerica (CMA) stake by 0.08% in Q3 2021, buying an estimated $72 and bringing the position to 1,326 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #419.

Berman Capital Advisors first reported a position in CMA in Q4 2018 and has held it in 10 quarters since. 534 funds tracked by Wall St. Rank hold CMA as of Q3 2021.

  • Berman Capital Advisors held 1,326 shares of Comerica worth $106K as of Q3 2021.
  • Berman Capital Advisors bought 1 Comerica share in Q3 2021, an estimated $72.
  • Comerica made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #419 holding.
  • Berman Capital Advisors first reported a position in Comerica in Q4 2018 and has held it in 10 quarters since.
  • 534 funds tracked by Wall St. Rank held Comerica as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.