Loring Wolcott & Coolidge Fiduciary Advisors’s Comerica CMA Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2022 Q1	–	Sell	-83	Closed	-$7K	–	650
2021 Q4	$7K	Hold	83	–	–	﹤0.01%	635
2021 Q3	$7K	Sell	83 -101	-55%	-$7.27K	﹤0.01%	633
2021 Q2	$13K	Buy	+184	New	+$13.6K	﹤0.01%	576
2021 Q1	–	Sell	-83	Closed	-$5K	–	385
2020 Q4	$5K	Buy	+83	New	+$4.05K	﹤0.01%	684
2020 Q1	–	Sell	-2,505	Closed	-$180K	–	657
2019 Q4	$180K	Sell	2,505 -15	-0.6%	-$1.03K	﹤0.01%	283
2019 Q3	$166K	Buy	2,520 +2,458	+3,965%	+$163K	﹤0.01%	282
2019 Q2	$5K	Hold	62	–	–	﹤0.01%	604
2019 Q1	$5K	Buy	62 +47	+313%	+$3.77K	﹤0.01%	590
2018 Q4	$1K	Hold	15	–	–	﹤0.01%	666
2018 Q3	$1K	Hold	15	–	–	﹤0.01%	628
2018 Q2	$1K	Hold	15	–	–	﹤0.01%	640
2018 Q1	$1K	Hold	15	–	–	﹤0.01%	691
2017 Q4	$1K	Hold	15	–	–	﹤0.01%	685
2017 Q3	$1K	Buy	+15	New	+$1.07K	﹤0.01%	701

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CMA Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Comerica (CMA) in Q1 2022, closing a stake of 83 shares — an estimated $7K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CMA in Q3 2017 and held it in 14 quarters. The position peaked at $180K in Q4 2019. 607 funds tracked by Wall St. Rank hold CMA as of Q1 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Comerica position as of Q1 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 83 Comerica shares in Q1 2022, an estimated $7K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Comerica in Q3 2017 and held it in 14 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Comerica position peaked at $180K in Q4 2019.
607 funds tracked by Wall St. Rank held Comerica as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.