Guardian Investor Services’s Comerica CMA Stock Holding History

Guardian Investor Services’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 Q1	$56K	Sell	1,232 -16	-1%	-$714	0.04%	425
2014 Q4	$58K	Sell	1,248 -41	-3%	-$1.93K	0.05%	412
2014 Q3	$64K	Sell	1,289 -66	-5%	-$3.31K	0.05%	384
2014 Q2	$68K	Sell	1,355 -56	-4%	-$2.73K	0.05%	387
2014 Q1	$73K	Sell	1,411 -85	-6%	-$4.09K	0.06%	368
2013 Q4	$71K	Hold	1,496	–	–	0.05%	378
2013 Q3	$59K	Sell	1,496 -29	-2%	-$1.2K	0.05%	402
2013 Q2	$61K	Buy	+1,525	New	+$56.9K	0.05%	381

Other funds holding CMA

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Guardian Investor Services's CMA Position: Q1 2015 in Review

Guardian Investor Services reduced its Comerica (CMA) stake by 1.3% in Q1 2015, selling an estimated $714 and leaving 1,232 shares worth $56K. The position accounts for 0.04% of the portfolio, ranked #425.

Guardian Investor Services first reported a position in CMA in Q2 2013 and has held it in 8 quarters since. The position peaked at $73K in Q1 2014. 394 funds tracked by Wall St. Rank hold CMA as of Q1 2015.

Guardian Investor Services held 1,232 shares of Comerica worth $56K as of Q1 2015.
Guardian Investor Services sold 16 Comerica shares in Q1 2015, an estimated $714.
Comerica made up 0.04% of Guardian Investor Services's portfolio in Q1 2015, its #425 holding.
Guardian Investor Services first reported a position in Comerica in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Comerica position peaked at $73K in Q1 2014.
394 funds tracked by Wall St. Rank held Comerica as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.