HIS
CMA

Horizon Investment Services’s Comerica CMA Stock Holding History

Horizon Investment 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
2018
Q4 		– Sell
-55,218
Closed -$4.98M – 85
2018
Q3 		$4.98M Sell
55,218
-2,574
-4% -$246K 2.6% 10
2018
Q2 		$5.25M Sell
57,792
-3,519
-6% -$337K 2.61% 6
2018
Q1 		$5.88M Buy
61,311
+1,094
+2% +$104K 2.65% 8
2017
Q4 		$5.23M Buy
60,217
+46,667
+344% +$3.76M 2.16% 18
2017
Q3 		$1.03M Buy
+13,550
New +$971K 0.44% 50

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Horizon Investment Services's CMA Position: Q4 2018 in Review

Horizon Investment Services sold out of Comerica (CMA) in Q4 2018, closing a stake of 55,218 shares — an estimated $4.98M sold.

Horizon Investment Services first reported a position in CMA in Q3 2017 and held it in 5 quarters. The position peaked at $5.88M in Q1 2018. 590 funds tracked by Wall St. Rank hold CMA as of Q4 2018.

  • Horizon Investment Services reported no remaining Comerica position as of Q4 2018 after selling out during the quarter.
  • Horizon Investment Services sold 55,218 Comerica shares in Q4 2018, an estimated $4.98M.
  • Horizon Investment Services first reported a position in Comerica in Q3 2017 and held it in 5 quarters.
  • Horizon Investment Services's Comerica position peaked at $5.88M in Q1 2018.
  • 590 funds tracked by Wall St. Rank held Comerica as of Q4 2018.

Based on Horizon Investment Services's 13F filing for Q4 2018, filed 14 Feb 2019.