JOYN Advisors’s Comerica CMA Stock Holding History

JOYN 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 Q1	–	Sell	-513	Closed	-$35K	–	356
2018 Q4	$35K	Buy	513 +477	+1,325%	+$37.9K	0.01%	456
2018 Q3	$3K	Buy	36 +26	+260%	+$2.48K	﹤0.01%	1324
2018 Q2	$1K	Buy	+10	New	+$958	﹤0.01%	1544

Other funds holding CMA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

JOYN Advisors's CMA Position: Q1 2019 in Review

JOYN Advisors sold out of Comerica (CMA) in Q1 2019, closing a stake of 513 shares — an estimated $35K sold.

JOYN Advisors first reported a position in CMA in Q2 2018 and held it in 3 quarters. The position peaked at $35K in Q4 2018. 605 funds tracked by Wall St. Rank hold CMA as of Q1 2019.

JOYN Advisors reported no remaining Comerica position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 513 Comerica shares in Q1 2019, an estimated $35K.
JOYN Advisors first reported a position in Comerica in Q2 2018 and held it in 3 quarters.
JOYN Advisors's Comerica position peaked at $35K in Q4 2018.
605 funds tracked by Wall St. Rank held Comerica as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.