IWA
CMA

Intercontinental Wealth Advisors’s Comerica CMA Stock Holding History

Intercontinental Wealth Advisors’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
-304
Closed -$20K – 360
2019
Q3 		$20K Hold
304
– – 0.01% 279
2019
Q2 		$22K Hold
304
– – 0.01% 268
2019
Q1 		$22K Hold
304
– – 0.01% 297
2018
Q4 		$21K Buy
+304
New +$24.2K 0.01% 304

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

Intercontinental Wealth Advisors's CMA Position: Q4 2019 in Review

Intercontinental Wealth Advisors sold out of Comerica (CMA) in Q4 2019, closing a stake of 304 shares — an estimated $20K sold.

Intercontinental Wealth Advisors first reported a position in CMA in Q4 2018 and held it in 4 quarters. The position peaked at $22K in Q2 2019. 536 funds tracked by Wall St. Rank hold CMA as of Q4 2019.

  • Intercontinental Wealth Advisors reported no remaining Comerica position as of Q4 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 304 Comerica shares in Q4 2019, an estimated $20K.
  • Intercontinental Wealth Advisors first reported a position in Comerica in Q4 2018 and held it in 4 quarters.
  • Intercontinental Wealth Advisors's Comerica position peaked at $22K in Q2 2019.
  • 536 funds tracked by Wall St. Rank held Comerica as of Q4 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.