Gideon Capital Advisors’s Comerica CMA Stock Holding History

Gideon Capital 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
2020 Q1	–	Sell	-3,107	Closed	-$223K	–	40
2019 Q4	$223K	Sell	3,107 -1,651	-35%	-$113K	0.08%	241
2019 Q3	$314K	Buy	+4,758	New	+$315K	0.1%	227
2019 Q2	–	Sell	-28,978	Closed	-$2.13M	–	299
2019 Q1	$2.13M	Buy	+28,978	New	+$2.32M	0.76%	28
2018 Q4	–	Sell	-5,619	Closed	-$507K	–	389
2018 Q3	$507K	Sell	5,619 -1,588	-22%	-$151K	0.24%	140
2018 Q2	$655K	Buy	+7,207	New	+$691K	0.33%	88
2018 Q1	–	Sell	-3,587	Closed	-$311K	–	361
2017 Q4	$311K	Buy	+3,587	New	+$289K	0.27%	156
2017 Q3	–	Sell	-6,591	Closed	-$483K	–	286
2017 Q2	$483K	Sell	6,591 -2,359	-26%	-$166K	0.53%	48
2017 Q1	$614K	Buy	+8,950	New	+$625K	0.37%	68
2016 Q2	–	Sell	-9,935	Closed	-$376K	–	205
2016 Q1	$376K	Buy	+9,935	New	+$358K	0.47%	88
2015 Q4	–	Sell	-24,236	Closed	-$996K	–	199
2015 Q3	$996K	Buy	+24,236	New	+$1.1M	0.58%	61
2015 Q1	–	Sell	-16,980	Closed	-$795K	–	235
2014 Q4	$795K	Sell	16,980 -5,127	-23%	-$241K	0.37%	96
2014 Q3	$1.1M	Buy	22,107 +11,818	+115%	+$593K	0.43%	76
2014 Q2	$516K	Buy	+10,289	New	+$502K	0.19%	165

Other funds holding CMA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Gideon Capital Advisors's CMA Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Comerica (CMA) in Q1 2020, closing a stake of 3,107 shares — an estimated $223K sold.

Gideon Capital Advisors first reported a position in CMA in Q2 2014 and held it in 13 quarters. The position peaked at $2.13M in Q1 2019. 429 funds tracked by Wall St. Rank hold CMA as of Q1 2020.

Gideon Capital Advisors reported no remaining Comerica position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 3,107 Comerica shares in Q1 2020, an estimated $223K.
Gideon Capital Advisors first reported a position in Comerica in Q2 2014 and held it in 13 quarters.
Gideon Capital Advisors's Comerica position peaked at $2.13M in Q1 2019.
429 funds tracked by Wall St. Rank held Comerica as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.