Financial Architects (New Jersey)’s Comerica CMA Stock Holding History

Financial Architects (New Jersey)’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
2020 Q2	–	Sell	-18	Closed	-$1K	–	850
2020 Q1	$1K	Hold	18	–	–	﹤0.01%	806
2019 Q4	$1K	Hold	18	–	–	﹤0.01%	867
2019 Q3	$1K	Hold	18	–	–	﹤0.01%	940
2019 Q2	$1K	Sell	18 -240	-93%	-$17.8K	﹤0.01%	1128
2019 Q1	$19K	Buy	258 +59	+30%	+$4.73K	﹤0.01%	895
2018 Q4	$13K	Buy	199 +181	+1,006%	+$14.4K	﹤0.01%	925
2018 Q3	$2K	Sell	18 -5	-22%	-$477	﹤0.01%	1326
2018 Q2	$2K	Buy	+23	New	+$2.2K	﹤0.01%	1206
2015 Q3	–	Sell	-26	Closed	-$1K	–	336
2015 Q2	$1K	Buy	+26	New	+$1.27K	﹤0.01%	1143
2014 Q3	–	Sell	-329	Closed	-$16K	–	916
2014 Q2	$16K	Buy	+329	New	+$16.1K	0.01%	542

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Financial Architects (New Jersey)'s CMA Position: Q2 2020 in Review

Financial Architects (New Jersey) sold out of Comerica (CMA) in Q2 2020, closing a stake of 18 shares — an estimated $1K sold.

Financial Architects (New Jersey) first reported a position in CMA in Q2 2014 and held it in 10 quarters. The position peaked at $19K in Q1 2019. 447 funds tracked by Wall St. Rank hold CMA as of Q2 2020.

Financial Architects (New Jersey) reported no remaining Comerica position as of Q2 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 18 Comerica shares in Q2 2020, an estimated $1K.
Financial Architects (New Jersey) first reported a position in Comerica in Q2 2014 and held it in 10 quarters.
Financial Architects (New Jersey)'s Comerica position peaked at $19K in Q1 2019.
447 funds tracked by Wall St. Rank held Comerica as of Q2 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2020, filed 11 Aug 2020.