Lenox Wealth Management’s Comerica CMA Stock Holding History

Lenox Wealth Management’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 Q2	$5K	Buy	150 +6	+4%	+$209	﹤0.01%	524
2020 Q1	$4K	Buy	144 +113	+365%	+$6.14K	﹤0.01%	513
2019 Q4	$2K	Hold	31	–	–	﹤0.01%	639
2019 Q3	$2K	Buy	31 +6	+24%	+$397	﹤0.01%	621
2019 Q2	$1K	Hold	25	–	–	﹤0.01%	640
2019 Q1	$2K	Sell	25 -88	-78%	-$7.05K	﹤0.01%	605
2018 Q4	$2K	Buy	+113	New	+$8.98K	﹤0.01%	545

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

Norges Bank Oslo, Norway $935B AUM

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

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Lenox Wealth Management's CMA Position: Q2 2020 in Review

Lenox Wealth Management increased its Comerica (CMA) stake by 4.2% in Q2 2020, buying an estimated $209 and bringing the position to 150 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Lenox Wealth Management first reported a position in CMA in Q4 2018 and has held it in 7 quarters since. 446 funds tracked by Wall St. Rank hold CMA as of Q2 2020.

Lenox Wealth Management held 150 shares of Comerica worth $5K as of Q2 2020.
Lenox Wealth Management bought 6 Comerica shares in Q2 2020, an estimated $209.
Comerica made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #524 holding.
Lenox Wealth Management first reported a position in Comerica in Q4 2018 and has held it in 7 quarters since.
446 funds tracked by Wall St. Rank held Comerica as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.