NEI
CMA

Northwest & Ethical Investments’s Comerica CMA Stock Holding History

Northwest & Ethical Investments’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
2020
Q1 		– Sell
-49,526
Closed -$3.55M – 367
2019
Q4 		$3.55M Sell
49,526
-3,861
-7% -$265K 0.16% 172
2019
Q3 		$3.52M Hold
53,387
– – 0.17% 157
2019
Q2 		$3.88M Buy
53,387
+22,032
+70% +$1.64M 0.19% 152
2019
Q1 		$2.3M Buy
31,355
+1,339
+4% +$107K 0.12% 227
2018
Q4 		$2.06M Sell
30,016
-18,799
-39% -$1.49M 0.12% 223
2018
Q3 		$4.4M Buy
48,815
+3,920
+9% +$374K 0.28% 112
2018
Q2 		$4.08M Buy
44,895
+5,630
+14% +$539K 0.27% 118
2018
Q1 		$3.77M Buy
39,265
+12,400
+46% +$1.18M 0.25% 120
2017
Q4 		$2.33M Buy
+26,865
New +$2.16M 0.15% 196

Other funds holding CMA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Northwest & Ethical Investments's CMA Position: Q1 2020 in Review

Northwest & Ethical Investments sold out of Comerica (CMA) in Q1 2020, closing a stake of 49,526 shares — an estimated $3.55M sold.

Northwest & Ethical Investments first reported a position in CMA in Q4 2017 and held it in 9 quarters. The position peaked at $4.4M in Q3 2018. 429 funds tracked by Wall St. Rank hold CMA as of Q1 2020.

  • Northwest & Ethical Investments reported no remaining Comerica position as of Q1 2020 after selling out during the quarter.
  • Northwest & Ethical Investments sold 49,526 Comerica shares in Q1 2020, an estimated $3.55M.
  • Northwest & Ethical Investments first reported a position in Comerica in Q4 2017 and held it in 9 quarters.
  • Northwest & Ethical Investments's Comerica position peaked at $4.4M in Q3 2018.
  • 429 funds tracked by Wall St. Rank held Comerica as of Q1 2020.

Based on Northwest & Ethical Investments's 13F filing for Q1 2020, filed 8 Jul 2025.