FI
CMA

FormulaFolio Investments’s Comerica CMA Stock Holding History

FormulaFolio Investments’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
Q2 		– Sell
-5,451
Closed -$400K – 322
2019
Q1 		$400K Buy
+5,451
New +$437K 0.02% 226
2018
Q1 		– Sell
-14,454
Closed -$1.25M – 279
2017
Q4 		$1.25M Buy
14,454
+4,199
+41% +$338K 0.08% 83
2017
Q3 		$782K Buy
+10,255
New +$735K 0.06% 94

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
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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FormulaFolio Investments's CMA Position: Q2 2019 in Review

FormulaFolio Investments sold out of Comerica (CMA) in Q2 2019, closing a stake of 5,451 shares — an estimated $400K sold.

FormulaFolio Investments first reported a position in CMA in Q3 2017 and held it in 3 quarters. The position peaked at $1.25M in Q4 2017. 558 funds tracked by Wall St. Rank hold CMA as of Q2 2019.

  • FormulaFolio Investments reported no remaining Comerica position as of Q2 2019 after selling out during the quarter.
  • FormulaFolio Investments sold 5,451 Comerica shares in Q2 2019, an estimated $400K.
  • FormulaFolio Investments first reported a position in Comerica in Q3 2017 and held it in 3 quarters.
  • FormulaFolio Investments's Comerica position peaked at $1.25M in Q4 2017.
  • 558 funds tracked by Wall St. Rank held Comerica as of Q2 2019.

Based on FormulaFolio Investments's 13F filing for Q2 2019, filed 12 Aug 2019.