GSEP
CMA

Golden State Equity Partners’s Comerica CMA Stock Holding History

Golden State Equity Partners’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
2021
Q3 		– Sell
-4,347
Closed -$310K – 242
2021
Q2 		$310K Buy
+4,347
New +$322K 0.12% 174

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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Golden State Equity Partners's CMA Position: Q3 2021 in Review

Golden State Equity Partners sold out of Comerica (CMA) in Q3 2021, closing a stake of 4,347 shares — an estimated $310K sold.

Golden State Equity Partners first reported a position in CMA in Q2 2021 and held it in 1 quarter. The position peaked at $310K in Q2 2021. 534 funds tracked by Wall St. Rank hold CMA as of Q3 2021.

  • Golden State Equity Partners reported no remaining Comerica position as of Q3 2021 after selling out during the quarter.
  • Golden State Equity Partners sold 4,347 Comerica shares in Q3 2021, an estimated $310K.
  • Golden State Equity Partners first reported a position in Comerica in Q2 2021 and held it in 1 quarter.
  • Golden State Equity Partners's Comerica position peaked at $310K in Q2 2021.
  • 534 funds tracked by Wall St. Rank held Comerica as of Q3 2021.

Based on Golden State Equity Partners's 13F filing for Q3 2021, filed 15 Nov 2021.