Broadview Advisors’s Comerica CMA Stock Holding History

Broadview 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
2013 Q4	–	Sell	-25,954	Closed	-$1.02M	–	100
2013 Q3	$1.02M	Sell	25,954 -26,200	-50%	-$1.09M	0.12%	85
2013 Q2	$2.08M	Buy	+52,154	New	+$1.95M	0.29%	78

Other funds holding CMA

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Broadview Advisors's CMA Position: Q4 2013 in Review

Broadview Advisors sold out of Comerica (CMA) in Q4 2013, closing a stake of 25,954 shares — an estimated $1.02M sold.

Broadview Advisors first reported a position in CMA in Q2 2013 and held it in 2 quarters. The position peaked at $2.08M in Q2 2013. 392 funds tracked by Wall St. Rank hold CMA as of Q4 2013.

Broadview Advisors reported no remaining Comerica position as of Q4 2013 after selling out during the quarter.
Broadview Advisors sold 25,954 Comerica shares in Q4 2013, an estimated $1.02M.
Broadview Advisors first reported a position in Comerica in Q2 2013 and held it in 2 quarters.
Broadview Advisors's Comerica position peaked at $2.08M in Q2 2013.
392 funds tracked by Wall St. Rank held Comerica as of Q4 2013.

Based on Broadview Advisors's 13F filing for Q4 2013, filed 12 Feb 2014.