FGC
CMA

Financial Gravity Companies’s Comerica CMA Stock Holding History

Financial Gravity Companies’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
Q4 		$297K Buy
+3,766
New +$299K 0.27% 63
2018
Q1 		$155K Buy
1,641
+1,635
+27,250% +$156K 0.16% 134
2017
Q4 		$1K Buy
+6
New +$483 ﹤0.01% 1066

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Gravity Companies's CMA Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Comerica (CMA) in Q4 2018: 3,766 shares worth $297K. The stake represents 0.27% of the portfolio and ranks #63 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CMA as recently as Q1 2018.

Financial Gravity Companies first reported a position in CMA in Q4 2017 and has held it in 3 quarters since. 590 funds tracked by Wall St. Rank hold CMA as of Q4 2018.

  • Financial Gravity Companies held 3,766 shares of Comerica worth $297K as of Q4 2018.
  • Comerica was a new Financial Gravity Companies position in Q4 2018.
  • Comerica made up 0.27% of Financial Gravity Companies's portfolio in Q4 2018, its #63 holding.
  • Financial Gravity Companies first reported a position in Comerica in Q4 2017 and has held it in 3 quarters since.
  • 590 funds tracked by Wall St. Rank held Comerica as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.