GSWM
CMA

Golden State Wealth Management’s Comerica CMA Stock Holding History

Golden State Wealth Management’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
Q4 		– Sell
-571
Closed -$38K – 201
2019
Q3 		$38K Buy
571
+6
+1% +$397 0.01% 485
2019
Q2 		$41K Buy
565
+4
+0.7% +$297 0.01% 494
2019
Q1 		$41K Buy
+561
New +$45K 0.01% 494

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Golden State Wealth Management's CMA Position: Q4 2019 in Review

Golden State Wealth Management sold out of Comerica (CMA) in Q4 2019, closing a stake of 571 shares — an estimated $38K sold.

Golden State Wealth Management first reported a position in CMA in Q1 2019 and held it in 3 quarters. The position peaked at $41K in Q2 2019. 537 funds tracked by Wall St. Rank hold CMA as of Q4 2019.

  • Golden State Wealth Management reported no remaining Comerica position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 571 Comerica shares in Q4 2019, an estimated $38K.
  • Golden State Wealth Management first reported a position in Comerica in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's Comerica position peaked at $41K in Q2 2019.
  • 537 funds tracked by Wall St. Rank held Comerica as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.