Kaizen Advisory’s Comerica CMA Stock Holding History

Kaizen Advisory’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
2018 Q4	$623K	Sell	9,063 -1,638	-15%	-$130K	0.43%	89
2018 Q3	$965K	Buy	10,701 +10,271	+2,389%	+$980K	0.5%	82
2018 Q2	$39K	Buy	430 +254	+144%	+$24.3K	0.02%	376
2018 Q1	$17K	Hold	176	–	–	0.02%	362
2017 Q4	$15K	Buy	+176	New	+$14.2K	0.01%	374

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

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

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

Millennium Management New York $240B AUM 35.51% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Kaizen Advisory's CMA Position: Q4 2018 in Review

Kaizen Advisory reduced its Comerica (CMA) stake by 15% in Q4 2018, selling an estimated $130K and leaving 9,063 shares worth $623K. The position accounts for 0.43% of the portfolio, ranked #89.

Kaizen Advisory first reported a position in CMA in Q4 2017 and has held it in 5 quarters since. The position peaked at $965K in Q3 2018. 589 funds tracked by Wall St. Rank hold CMA as of Q4 2018.

Kaizen Advisory held 9,063 shares of Comerica worth $623K as of Q4 2018.
Kaizen Advisory sold 1,638 Comerica shares in Q4 2018, an estimated $130K.
Comerica made up 0.43% of Kaizen Advisory's portfolio in Q4 2018, its #89 holding.
Kaizen Advisory first reported a position in Comerica in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Comerica position peaked at $965K in Q3 2018.
589 funds tracked by Wall St. Rank held Comerica as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.