Kore Private Wealth’s Comerica CMA Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-422	Closed	-$16K	–	427
2020 Q2	$16K	Buy	+422	New	+$14.7K	﹤0.01%	696
2019 Q2	–	Sell	-594	Closed	-$44K	–	335
2019 Q1	$44K	Buy	+594	New	+$47.6K	0.01%	403

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Kore Private Wealth's CMA Position: Q3 2020 in Review

Kore Private Wealth sold out of Comerica (CMA) in Q3 2020, closing a stake of 422 shares — an estimated $16K sold.

Kore Private Wealth first reported a position in CMA in Q1 2019 and held it in 2 quarters. The position peaked at $44K in Q1 2019. 447 funds tracked by Wall St. Rank hold CMA as of Q3 2020.

Kore Private Wealth reported no remaining Comerica position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 422 Comerica shares in Q3 2020, an estimated $16K.
Kore Private Wealth first reported a position in Comerica in Q1 2019 and held it in 2 quarters.
Kore Private Wealth's Comerica position peaked at $44K in Q1 2019.
447 funds tracked by Wall St. Rank held Comerica as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.