Evercore Wealth Management’s Comerica CMA Stock Holding History

Evercore Wealth 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
2018 Q1	–	Sell	-526	Closed	-$46K	–	427
2017 Q4	$46K	Hold	526	–	–	﹤0.01%	595
2017 Q3	$40K	Sell	526 -75	-12%	-$5.37K	﹤0.01%	601
2017 Q2	$44K	Buy	601 +75	+14%	+$5.26K	﹤0.01%	593
2017 Q1	$36K	Sell	526 -19	-3%	-$1.33K	﹤0.01%	650
2016 Q4	$37K	Buy	545 +19	+4%	+$1.11K	﹤0.01%	654
2016 Q3	$25K	Hold	526	–	–	﹤0.01%	733
2016 Q2	$22K	Hold	526	–	–	﹤0.01%	732
2016 Q1	$20K	Hold	526	–	–	﹤0.01%	723
2015 Q4	$22K	Hold	526	–	–	﹤0.01%	747
2015 Q3	$22K	Hold	526	–	–	﹤0.01%	723
2015 Q2	$27K	Hold	526	–	–	﹤0.01%	733
2015 Q1	$24K	Hold	526	–	–	﹤0.01%	755
2014 Q4	$25K	Buy	+526	New	+$24.7K	﹤0.01%	634

Other funds holding CMA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Evercore Wealth Management's CMA Position: Q1 2018 in Review

Evercore Wealth Management sold out of Comerica (CMA) in Q1 2018, closing a stake of 526 shares — an estimated $46K sold.

Evercore Wealth Management first reported a position in CMA in Q4 2014 and held it in 13 quarters. The position peaked at $46K in Q4 2017. 581 funds tracked by Wall St. Rank hold CMA as of Q1 2018.

Evercore Wealth Management reported no remaining Comerica position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 526 Comerica shares in Q1 2018, an estimated $46K.
Evercore Wealth Management first reported a position in Comerica in Q4 2014 and held it in 13 quarters.
Evercore Wealth Management's Comerica position peaked at $46K in Q4 2017.
581 funds tracked by Wall St. Rank held Comerica as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.