Horan Securities’s Comerica CMA Stock Holding History

Horan Securities’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 Q4	–	Sell	-78	Closed	-$3K	–	399
2020 Q3	$3K	Buy	+78	New	+$3K	﹤0.01%	283

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Horan Securities's CMA Position: Q4 2020 in Review

Horan Securities sold out of Comerica (CMA) in Q4 2020, closing a stake of 78 shares — an estimated $3K sold.

Horan Securities first reported a position in CMA in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 486 funds tracked by Wall St. Rank hold CMA as of Q4 2020.

Horan Securities reported no remaining Comerica position as of Q4 2020 after selling out during the quarter.
Horan Securities sold 78 Comerica shares in Q4 2020, an estimated $3K.
Horan Securities first reported a position in Comerica in Q3 2020 and held it in 1 quarter.
Horan Securities's Comerica position peaked at $3K in Q3 2020.
486 funds tracked by Wall St. Rank held Comerica as of Q4 2020.

Based on Horan Securities's 13F filing for Q4 2020, filed 5 Feb 2021.