EWM
CMA

Executive Wealth Management’s Comerica CMA Stock Holding History

Executive 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
2019
Q3 		– Sell
-515
Closed -$37K – 252
2019
Q2 		$37K Hold
515
– – 0.01% 353
2019
Q1 		$38K Sell
515
-7
-1% -$561 0.01% 312
2018
Q4 		$36K Buy
+522
New +$41.5K 0.01% 328

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Executive Wealth Management's CMA Position: Q3 2019 in Review

Executive Wealth Management sold out of Comerica (CMA) in Q3 2019, closing a stake of 515 shares — an estimated $37K sold.

Executive Wealth Management first reported a position in CMA in Q4 2018 and held it in 3 quarters. The position peaked at $38K in Q1 2019. 509 funds tracked by Wall St. Rank hold CMA as of Q3 2019.

  • Executive Wealth Management reported no remaining Comerica position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 515 Comerica shares in Q3 2019, an estimated $37K.
  • Executive Wealth Management first reported a position in Comerica in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Comerica position peaked at $38K in Q1 2019.
  • 509 funds tracked by Wall St. Rank held Comerica as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.