Laffer Tengler Investments’s Comerica CMA Stock Holding History

Laffer Tengler Investments’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 Q2	–	Sell	-25,883	Closed	-$1.9M	–	117
2019 Q1	$1.9M	Hold	25,883	–	–	0.51%	103
2018 Q4	$1.78M	Hold	25,883	–	–	0.53%	98
2018 Q3	$2.33M	Hold	25,883	–	–	0.58%	82
2018 Q2	$2.35M	Hold	25,883	–	–	0.6%	80
2018 Q1	$2.48M	Buy	25,883 +3,033	+13%	+$289K	0.62%	66
2017 Q4	$1.98M	Hold	22,850	–	–	0.5%	93
2017 Q3	$1.74M	Sell	22,850 -1,645	-7%	-$118K	0.46%	110
2017 Q2	$1.79M	Hold	24,495	–	–	0.46%	121
2017 Q1	$1.68M	Hold	24,495	–	–	0.44%	123
2016 Q4	$1.67M	Buy	+24,495	New	+$1.44M	0.45%	117
2015 Q2	–	Sell	-45,835	Closed	-$2.07M	–	224
2015 Q1	$2.07M	Buy	+45,835	New	+$2.05M	0.29%	128
2014 Q4	–	Sell	-45,835	Closed	-$2.15M	–	126
2014 Q3	$2.29M	Hold	45,835	–	–	0.34%	99
2014 Q2	$2.3M	Sell	45,835 -4,304	-9%	-$210K	0.35%	102
2014 Q1	$2.6M	Hold	50,139	–	–	0.42%	74
2013 Q4	$2.38M	Buy	+50,139	New	+$2.2M	0.39%	92
2013 Q3	–	Sell	-29,900	Closed	-$1.24M	–	143
2013 Q2	$1.19M	Buy	+29,900	New	+$1.12M	0.23%	150

Other funds holding CMA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Laffer Tengler Investments's CMA Position: Q2 2019 in Review

Laffer Tengler Investments sold out of Comerica (CMA) in Q2 2019, closing a stake of 25,883 shares — an estimated $1.9M sold.

Laffer Tengler Investments first reported a position in CMA in Q2 2013 and held it in 16 quarters. The position peaked at $2.6M in Q1 2014. 558 funds tracked by Wall St. Rank hold CMA as of Q2 2019.

Laffer Tengler Investments reported no remaining Comerica position as of Q2 2019 after selling out during the quarter.
Laffer Tengler Investments sold 25,883 Comerica shares in Q2 2019, an estimated $1.9M.
Laffer Tengler Investments first reported a position in Comerica in Q2 2013 and held it in 16 quarters.
Laffer Tengler Investments's Comerica position peaked at $2.6M in Q1 2014.
558 funds tracked by Wall St. Rank held Comerica as of Q2 2019.

Based on Laffer Tengler Investments's 13F filing for Q2 2019, filed 15 Aug 2019.