Lourd Capital’s Comerica CMA Stock Holding History

Lourd Capital’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 Q1	–	Sell	-4,696	Closed	-$323K	–	159
2018 Q4	$323K	Sell	4,696 -29	-0.6%	-$2.31K	0.03%	182
2018 Q3	$426K	Buy	+4,725	New	+$451K	0.03%	152
2018 Q1	–	Sell	-5,023	Closed	-$436K	–	157
2017 Q4	$436K	Buy	+5,023	New	+$404K	0.03%	175

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Lourd Capital's CMA Position: Q1 2019 in Review

Lourd Capital sold out of Comerica (CMA) in Q1 2019, closing a stake of 4,696 shares — an estimated $323K sold.

Lourd Capital first reported a position in CMA in Q4 2017 and held it in 3 quarters. The position peaked at $436K in Q4 2017. 605 funds tracked by Wall St. Rank hold CMA as of Q1 2019.

Lourd Capital reported no remaining Comerica position as of Q1 2019 after selling out during the quarter.
Lourd Capital sold 4,696 Comerica shares in Q1 2019, an estimated $323K.
Lourd Capital first reported a position in Comerica in Q4 2017 and held it in 3 quarters.
Lourd Capital's Comerica position peaked at $436K in Q4 2017.
605 funds tracked by Wall St. Rank held Comerica as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.