Lebenthal Global Advisors’s Comerica CMA Stock Holding History

Lebenthal Global 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
2021 Q1	–	Sell	-1,142	Closed	-$63K	–	203
2020 Q4	$63K	Buy	+1,142	New	+$55.7K	0.04%	227

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lebenthal Global Advisors's CMA Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of Comerica (CMA) in Q1 2021, closing a stake of 1,142 shares — an estimated $63K sold.

Lebenthal Global Advisors first reported a position in CMA in Q4 2020 and held it in 1 quarter. The position peaked at $63K in Q4 2020. 520 funds tracked by Wall St. Rank hold CMA as of Q1 2021.

Lebenthal Global Advisors reported no remaining Comerica position as of Q1 2021 after selling out during the quarter.
Lebenthal Global Advisors sold 1,142 Comerica shares in Q1 2021, an estimated $63K.
Lebenthal Global Advisors first reported a position in Comerica in Q4 2020 and held it in 1 quarter.
Lebenthal Global Advisors's Comerica position peaked at $63K in Q4 2020.
520 funds tracked by Wall St. Rank held Comerica as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.