GA
CMA

Geneva Advisors’s Comerica CMA Stock Holding History

Geneva 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
2017
Q2 		$245K Hold
3,350
– – ﹤0.01% 641
2017
Q1 		$230K Sell
3,350
-66
-2% -$4.61K ﹤0.01% 653
2016
Q4 		$233K Buy
+3,416
New +$200K ﹤0.01% 638
2015
Q1 		– Sell
-4,300
Closed -$201K – 702
2014
Q4 		$201K Hold
4,300
– – ﹤0.01% 604
2014
Q3 		$214K Buy
+4,300
New +$216K ﹤0.01% 582

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Geneva Advisors's CMA Position: Q2 2017 in Review

Geneva Advisors held its Comerica (CMA) position steady in Q2 2017 at 3,350 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Geneva Advisors first reported a position in CMA in Q3 2014 and has held it in 5 quarters since. 512 funds tracked by Wall St. Rank hold CMA as of Q2 2017.

  • Geneva Advisors held 3,350 shares of Comerica worth $245K as of Q2 2017.
  • Geneva Advisors left its Comerica share count unchanged in Q2 2017.
  • Comerica made up ﹤0.01% of Geneva Advisors's portfolio in Q2 2017, its #641 holding.
  • Geneva Advisors first reported a position in Comerica in Q3 2014 and has held it in 5 quarters since.
  • 512 funds tracked by Wall St. Rank held Comerica as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.