MWM
CMA

MinichMacGregor Wealth Management’s Comerica CMA Stock Holding History

MinichMacGregor 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
2018
Q4 		– Sell
-18
Closed -$1K – 174
2018
Q3 		$1K Buy
18
+1
+6% +$95 ﹤0.01% 474
2018
Q2 		$1K Hold
17
– – ﹤0.01% 473
2018
Q1 		$1K Sell
17
-1
-6% -$95 ﹤0.01% 454
2017
Q4 		$1K Buy
18
+3
+20% +$241 ﹤0.01% 444
2017
Q3 		$1K Hold
15
– – ﹤0.01% 421
2017
Q2 		$1K Hold
15
– – ﹤0.01% 414
2017
Q1 		$1K Buy
+15
New +$1.05K ﹤0.01% 404

Other funds holding CMA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MinichMacGregor Wealth Management's CMA Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Comerica (CMA) in Q4 2018, closing a stake of 18 shares — an estimated $1K sold.

MinichMacGregor Wealth Management first reported a position in CMA in Q1 2017 and held it in 7 quarters. The position peaked at $1K in Q3 2018. 590 funds tracked by Wall St. Rank hold CMA as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining Comerica position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 18 Comerica shares in Q4 2018, an estimated $1K.
  • MinichMacGregor Wealth Management first reported a position in Comerica in Q1 2017 and held it in 7 quarters.
  • MinichMacGregor Wealth Management's Comerica position peaked at $1K in Q3 2018.
  • 590 funds tracked by Wall St. Rank held Comerica as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.