IWM
CMA

IHT Wealth Management’s Comerica CMA Stock Holding History

IHT 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
2018
Q2 		– Sell
-753
Closed -$71K – 583
2018
Q1 		$71K Sell
753
-149
-17% -$14.2K 0.02% 576
2017
Q4 		$80K Buy
902
+1
+0.1% +$80 0.02% 552
2017
Q3 		$69K Sell
901
-45
-5% -$3.22K 0.03% 430
2017
Q2 		$2 Buy
946
+807
+581% +$56.6K ﹤0.01% 1208
2017
Q1 		$9K Hold
139
– – 0.01% 868
2016
Q4 		$10K Buy
+139
New +$8.14K 0.01% 788

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

IHT Wealth Management's CMA Position: Q2 2018 in Review

IHT Wealth Management sold out of Comerica (CMA) in Q2 2018, closing a stake of 753 shares — an estimated $71K sold.

IHT Wealth Management first reported a position in CMA in Q4 2016 and held it in 6 quarters. The position peaked at $80K in Q4 2017. 588 funds tracked by Wall St. Rank hold CMA as of Q2 2018.

  • IHT Wealth Management reported no remaining Comerica position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 753 Comerica shares in Q2 2018, an estimated $71K.
  • IHT Wealth Management first reported a position in Comerica in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Comerica position peaked at $80K in Q4 2017.
  • 588 funds tracked by Wall St. Rank held Comerica as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.