Loeb Partners Corp’s Comerica CMA Stock Holding History

Loeb Partners Corp’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
2018 Q4	–	Sell	-3,000	Closed	-$271K	–	310
2018 Q3	$271K	Sell	3,000 -3,000	-50%	-$286K	0.1%	126
2018 Q2	$546K	Buy	6,000 +3,000	+100%	+$287K	0.14%	118
2018 Q1	$288K	Hold	3,000	–	–	0.12%	106
2017 Q4	$260K	Hold	3,000	–	–	0.08%	137
2017 Q3	$229K	Hold	3,000	–	–	0.07%	152
2017 Q2	$220K	Buy	+3,000	New	+$211K	0.06%	154

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

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

Millennium Management New York $240B AUM 35.51% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Loeb Partners Corp's CMA Position: Q4 2018 in Review

Loeb Partners Corp sold out of Comerica (CMA) in Q4 2018, closing a stake of 3,000 shares — an estimated $271K sold.

Loeb Partners Corp first reported a position in CMA in Q2 2017 and held it in 6 quarters. The position peaked at $546K in Q2 2018. 589 funds tracked by Wall St. Rank hold CMA as of Q4 2018.

Loeb Partners Corp reported no remaining Comerica position as of Q4 2018 after selling out during the quarter.
Loeb Partners Corp sold 3,000 Comerica shares in Q4 2018, an estimated $271K.
Loeb Partners Corp first reported a position in Comerica in Q2 2017 and held it in 6 quarters.
Loeb Partners Corp's Comerica position peaked at $546K in Q2 2018.
589 funds tracked by Wall St. Rank held Comerica as of Q4 2018.

Based on Loeb Partners Corp's 13F filing for Q4 2018, filed 7 Feb 2019.