CCM
CMA

Copeland Capital Management’s Comerica CMA Stock Holding History

Copeland Capital 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
Q4 		– Sell
-29
Closed -$2K – 306
2019
Q3 		$2K Hold
29
– – ﹤0.01% 230
2019
Q2 		$2K Buy
29
+12
+71% +$892 ﹤0.01% 231
2019
Q1 		$1K Hold
17
– – ﹤0.01% 247
2018
Q4 		$1K Buy
+17
New +$1.35K ﹤0.01% 255

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Copeland Capital Management's CMA Position: Q4 2019 in Review

Copeland Capital Management sold out of Comerica (CMA) in Q4 2019, closing a stake of 29 shares — an estimated $2K sold.

Copeland Capital Management first reported a position in CMA in Q4 2018 and held it in 4 quarters. The position peaked at $2K in Q3 2019. 537 funds tracked by Wall St. Rank hold CMA as of Q4 2019.

  • Copeland Capital Management reported no remaining Comerica position as of Q4 2019 after selling out during the quarter.
  • Copeland Capital Management sold 29 Comerica shares in Q4 2019, an estimated $2K.
  • Copeland Capital Management first reported a position in Comerica in Q4 2018 and held it in 4 quarters.
  • Copeland Capital Management's Comerica position peaked at $2K in Q3 2019.
  • 537 funds tracked by Wall St. Rank held Comerica as of Q4 2019.

Based on Copeland Capital Management's 13F filing for Q4 2019, filed 3 Feb 2020.