Mount Yale Investment Advisors’s Comerica CMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-11,703
Closed -$1.03M 1101
2025
Q4
$1.03M Buy
11,703
+6,800
+139% +$547K 0.05% 311
2025
Q3
$339K Buy
4,903
+4,850
+9,151% +$327K 0.02% 498
2025
Q2
$3.16K Buy
+53
New +$2.96K ﹤0.01% 1281
2018
Q3
Sell
-12
Closed -$1K 947
2018
Q2
$1K Hold
12
﹤0.01% 930
2018
Q1
$1K Buy
+12
New +$1.14K ﹤0.01% 925

Other funds holding CMA

Mount Yale Investment Advisors's CMA Position: Q1 2026 in Review

Mount Yale Investment Advisors sold out of Comerica (CMA) in Q1 2026, closing a stake of 11,703 shares — an estimated $1.03M sold.

Mount Yale Investment Advisors first reported a position in CMA in Q1 2018 and held it in 5 quarters. The position peaked at $1.03M in Q4 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Mount Yale Investment Advisors reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 11,703 Comerica shares in Q1 2026, an estimated $1.03M.
  • Mount Yale Investment Advisors first reported a position in Comerica in Q1 2018 and held it in 5 quarters.
  • Mount Yale Investment Advisors's Comerica position peaked at $1.03M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.