Icon Wealth Partners’s Comerica CMA Stock Holding History

Icon Wealth 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
2019 Q2	–	Sell	-37	Closed	-$3K	–	277
2019 Q1	$3K	Buy	+37	New	+$2.97K	﹤0.01%	798

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

Icon Wealth Partners's CMA Position: Q2 2019 in Review

Icon Wealth Partners sold out of Comerica (CMA) in Q2 2019, closing a stake of 37 shares — an estimated $3K sold.

Icon Wealth Partners first reported a position in CMA in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 558 funds tracked by Wall St. Rank hold CMA as of Q2 2019.

Icon Wealth Partners reported no remaining Comerica position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 37 Comerica shares in Q2 2019, an estimated $3K.
Icon Wealth Partners first reported a position in Comerica in Q1 2019 and held it in 1 quarter.
Icon Wealth Partners's Comerica position peaked at $3K in Q1 2019.
558 funds tracked by Wall St. Rank held Comerica as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.