IFAM
CMA

Institutional & Family Asset Management’s Comerica CMA Stock Holding History

Institutional & Family Asset 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
2020
Q1 		– Sell
-30
Closed -$2K – 822
2019
Q4 		$2K Hold
30
– – ﹤0.01% 719
2019
Q3 		$2K Sell
30
-18
-38% -$1.19K ﹤0.01% 677
2019
Q2 		$3K Hold
48
– – ﹤0.01% 653
2019
Q1 		$4K Buy
+48
New +$3.85K ﹤0.01% 619
2018
Q4 		– Sell
-57
Closed -$5K – 829
2018
Q3 		$5K Buy
+57
New +$5.44K ﹤0.01% 607

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Institutional & Family Asset Management's CMA Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of Comerica (CMA) in Q1 2020, closing a stake of 30 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in CMA in Q3 2018 and held it in 5 quarters. The position peaked at $5K in Q3 2018. 429 funds tracked by Wall St. Rank hold CMA as of Q1 2020.

  • Institutional & Family Asset Management reported no remaining Comerica position as of Q1 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 30 Comerica shares in Q1 2020, an estimated $2K.
  • Institutional & Family Asset Management first reported a position in Comerica in Q3 2018 and held it in 5 quarters.
  • Institutional & Family Asset Management's Comerica position peaked at $5K in Q3 2018.
  • 429 funds tracked by Wall St. Rank held Comerica as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.