FPCM
CMA

Financial Partners Capital Management’s Comerica CMA Stock Holding History

Financial Partners Capital 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
2016
Q3 		– Sell
-6,365
Closed -$262K – 102
2016
Q2 		$262K Hold
6,365
– – 0.07% 87
2016
Q1 		$241K Buy
+6,365
New +$229K 0.06% 95
2015
Q3 		– Sell
-4,435
Closed -$228K – 118
2015
Q2 		$228K Buy
+4,435
New +$216K 0.06% 109

Other funds holding CMA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Partners Capital Management's CMA Position: Q3 2016 in Review

Financial Partners Capital Management sold out of Comerica (CMA) in Q3 2016, closing a stake of 6,365 shares — an estimated $262K sold.

Financial Partners Capital Management first reported a position in CMA in Q2 2015 and held it in 3 quarters. The position peaked at $262K in Q2 2016. 419 funds tracked by Wall St. Rank hold CMA as of Q3 2016.

  • Financial Partners Capital Management reported no remaining Comerica position as of Q3 2016 after selling out during the quarter.
  • Financial Partners Capital Management sold 6,365 Comerica shares in Q3 2016, an estimated $262K.
  • Financial Partners Capital Management first reported a position in Comerica in Q2 2015 and held it in 3 quarters.
  • Financial Partners Capital Management's Comerica position peaked at $262K in Q2 2016.
  • 419 funds tracked by Wall St. Rank held Comerica as of Q3 2016.

Based on Financial Partners Capital Management's 13F filing for Q3 2016, filed 15 Nov 2016.