Cypress Asset Management’s Comerica CMA Stock Holding History

Cypress Asset 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
2014 Q4	–	Sell	-5,075	Closed	-$253K	–	200
2014 Q3	$253K	Hold	5,075	–	–	0.05%	181
2014 Q2	$255K	Hold	5,075	–	–	0.04%	188
2014 Q1	$263K	Sell	5,075 -160	-3%	-$7.7K	0.05%	173
2013 Q4	$249K	Sell	5,235 -115	-2%	-$5.05K	0.04%	179
2013 Q3	$210K	Buy	5,350 +40	+0.8%	+$1.66K	0.04%	184
2013 Q2	$211K	Buy	+5,310	New	+$198K	0.04%	183

Other funds holding CMA

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Cypress Asset Management's CMA Position: Q4 2014 in Review

Cypress Asset Management sold out of Comerica (CMA) in Q4 2014, closing a stake of 5,075 shares — an estimated $253K sold.

Cypress Asset Management first reported a position in CMA in Q2 2013 and held it in 6 quarters. The position peaked at $263K in Q1 2014. 416 funds tracked by Wall St. Rank hold CMA as of Q4 2014.

Cypress Asset Management reported no remaining Comerica position as of Q4 2014 after selling out during the quarter.
Cypress Asset Management sold 5,075 Comerica shares in Q4 2014, an estimated $253K.
Cypress Asset Management first reported a position in Comerica in Q2 2013 and held it in 6 quarters.
Cypress Asset Management's Comerica position peaked at $263K in Q1 2014.
416 funds tracked by Wall St. Rank held Comerica as of Q4 2014.

Based on Cypress Asset Management's 13F filing for Q4 2014, filed 18 Feb 2015.