IWC
CMA

Integrated Wealth Concepts’s Comerica CMA Stock Holding History

Integrated Wealth Concepts’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
Q4 		– Sell
-4,350
Closed -$287K – 476
2019
Q3 		$287K Sell
4,350
-10
-0.2% -$662 0.03% 320
2019
Q2 		$317K Buy
+4,360
New +$324K 0.04% 261

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
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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Integrated Wealth Concepts's CMA Position: Q4 2019 in Review

Integrated Wealth Concepts sold out of Comerica (CMA) in Q4 2019, closing a stake of 4,350 shares — an estimated $287K sold.

Integrated Wealth Concepts first reported a position in CMA in Q2 2019 and held it in 2 quarters. The position peaked at $317K in Q2 2019. 536 funds tracked by Wall St. Rank hold CMA as of Q4 2019.

  • Integrated Wealth Concepts reported no remaining Comerica position as of Q4 2019 after selling out during the quarter.
  • Integrated Wealth Concepts sold 4,350 Comerica shares in Q4 2019, an estimated $287K.
  • Integrated Wealth Concepts first reported a position in Comerica in Q2 2019 and held it in 2 quarters.
  • Integrated Wealth Concepts's Comerica position peaked at $317K in Q2 2019.
  • 536 funds tracked by Wall St. Rank held Comerica as of Q4 2019.

Based on Integrated Wealth Concepts's 13F filing for Q4 2019, filed 20 Feb 2020.