Mosaic Family Wealth’s Comerica CMA Stock Holding History

Mosaic Family Wealth’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 Q2	–	Sell	-54	Closed	-$4K	–	246
2019 Q1	$4K	Buy	+54	New	+$4.33K	﹤0.01%	585

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 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

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

Mosaic Family Wealth's CMA Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Comerica (CMA) in Q2 2019, closing a stake of 54 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in CMA in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 558 funds tracked by Wall St. Rank hold CMA as of Q2 2019.

Mosaic Family Wealth reported no remaining Comerica position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 54 Comerica shares in Q2 2019, an estimated $4K.
Mosaic Family Wealth first reported a position in Comerica in Q1 2019 and held it in 1 quarter.
Mosaic Family Wealth's Comerica position peaked at $4K in Q1 2019.
558 funds tracked by Wall St. Rank held Comerica as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.