IPC
CMA

Independent Portfolio Consultants’s Comerica CMA Stock Holding History

Independent Portfolio Consultants’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
2017
Q1 		– Sell
-39
Closed -$3K – 818
2016
Q4 		$3K Buy
+39
New +$2.29K ﹤0.01% 740
2015
Q3 		– Sell
-1,285
Closed -$66K – 794
2015
Q2 		$66K Sell
1,285
-3,897
-75% -$190K 0.01% 573
2015
Q1 		$234K Sell
5,182
-193
-4% -$8.61K 0.05% 322
2014
Q4 		$252K Sell
5,375
-9,350
-63% -$439K 0.05% 332
2014
Q3 		$734K Buy
14,725
+265
+2% +$13.3K 0.2% 141
2014
Q2 		$725K Buy
14,460
+5,295
+58% +$259K 0.2% 136
2014
Q1 		$474K Sell
9,165
-1,275
-12% -$61.3K 0.15% 244
2013
Q4 		$496K Buy
10,440
+150
+1% +$6.59K 0.17% 231
2013
Q3 		$404K Sell
10,290
-140
-1% -$5.81K 0.16% 277
2013
Q2 		$415K Buy
+10,430
New +$389K 0.19% 233

Other funds holding CMA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Independent Portfolio Consultants's CMA Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Comerica (CMA) in Q1 2017, closing a stake of 39 shares — an estimated $3K sold.

Independent Portfolio Consultants first reported a position in CMA in Q2 2013 and held it in 10 quarters. The position peaked at $734K in Q3 2014. 484 funds tracked by Wall St. Rank hold CMA as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Comerica position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 39 Comerica shares in Q1 2017, an estimated $3K.
  • Independent Portfolio Consultants first reported a position in Comerica in Q2 2013 and held it in 10 quarters.
  • Independent Portfolio Consultants's Comerica position peaked at $734K in Q3 2014.
  • 484 funds tracked by Wall St. Rank held Comerica as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.