GWA
CMA

Genesis Wealth Advisors’s Comerica CMA Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$9.85K Hold
192
– – 0.01% 343
2015
Q1 		$8.66K Hold
192
– – 0.01% 360
2014
Q4 		$8.85K Buy
+192
New +$9.02K 0.01% 385

Other funds holding CMA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Genesis Wealth Advisors's CMA Position: Q2 2015 in Review

Genesis Wealth Advisors held its Comerica (CMA) position steady in Q2 2015 at 192 shares worth $9.85K. The position accounts for 0.01% of the portfolio, ranked #343.

Genesis Wealth Advisors first reported a position in CMA in Q4 2014 and has held it in 3 quarters since. 408 funds tracked by Wall St. Rank hold CMA as of Q2 2015.

  • Genesis Wealth Advisors held 192 shares of Comerica worth $9.85K as of Q2 2015.
  • Genesis Wealth Advisors left its Comerica share count unchanged in Q2 2015.
  • Comerica made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #343 holding.
  • Genesis Wealth Advisors first reported a position in Comerica in Q4 2014 and has held it in 3 quarters since.
  • 408 funds tracked by Wall St. Rank held Comerica as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.