KIA
CMA

KCM Investment Advisors’s Comerica CMA Stock Holding History

KCM Investment 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
2015
Q1 		– Sell
-16,319
Closed -$764K – 534
2014
Q4 		$764K Sell
16,319
-900
-5% -$42.3K 0.06% 270
2014
Q3 		$859K Sell
17,219
-260
-1% -$13K 0.08% 244
2014
Q2 		$877K Buy
17,479
+7,819
+81% +$382K 0.08% 243
2014
Q1 		$500K Buy
+9,660
New +$465K 0.05% 292

Other funds holding CMA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

KCM Investment Advisors's CMA Position: Q1 2015 in Review

KCM Investment Advisors sold out of Comerica (CMA) in Q1 2015, closing a stake of 16,319 shares — an estimated $764K sold.

KCM Investment Advisors first reported a position in CMA in Q1 2014 and held it in 4 quarters. The position peaked at $877K in Q2 2014. 394 funds tracked by Wall St. Rank hold CMA as of Q1 2015.

  • KCM Investment Advisors reported no remaining Comerica position as of Q1 2015 after selling out during the quarter.
  • KCM Investment Advisors sold 16,319 Comerica shares in Q1 2015, an estimated $764K.
  • KCM Investment Advisors first reported a position in Comerica in Q1 2014 and held it in 4 quarters.
  • KCM Investment Advisors's Comerica position peaked at $877K in Q2 2014.
  • 394 funds tracked by Wall St. Rank held Comerica as of Q1 2015.

Based on KCM Investment Advisors's 13F filing for Q1 2015, filed 14 May 2015.