BW
CMA

Biegel & Waller’s Comerica CMA Stock Holding History

Biegel & Waller’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
Q3 		$605K Hold
9,168
– – 0.34% 33
2019
Q2 		$666K Hold
9,168
– – 0.34% 36
2019
Q1 		$672K Hold
9,168
– – 0.35% 34
2018
Q4 		$630K Sell
9,168
-692
-7% -$55K 0.37% 34
2018
Q3 		$889K Hold
9,860
– – 0.51% 25
2018
Q2 		$896K Buy
+9,860
New +$945K 0.56% 22

Other funds holding CMA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Biegel & Waller's CMA Position: Q3 2019 in Review

Biegel & Waller held its Comerica (CMA) position steady in Q3 2019 at 9,168 shares worth $605K. The position accounts for 0.34% of the portfolio, ranked #33.

Biegel & Waller first reported a position in CMA in Q2 2018 and has held it in 6 quarters since. The position peaked at $896K in Q2 2018. 510 funds tracked by Wall St. Rank hold CMA as of Q3 2019.

  • Biegel & Waller held 9,168 shares of Comerica worth $605K as of Q3 2019.
  • Biegel & Waller left its Comerica share count unchanged in Q3 2019.
  • Comerica made up 0.34% of Biegel & Waller's portfolio in Q3 2019, its #33 holding.
  • Biegel & Waller first reported a position in Comerica in Q2 2018 and has held it in 6 quarters since.
  • Biegel & Waller's Comerica position peaked at $896K in Q2 2018.
  • 510 funds tracked by Wall St. Rank held Comerica as of Q3 2019.

Based on Biegel & Waller's 13F filing for Q3 2019, filed 15 Oct 2019.