OWA
CMA

One Wealth Advisors’s Comerica CMA Stock Holding History

One Wealth Advisors’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
Q4 		– Sell
-4,587
Closed -$303K – 117
2019
Q3 		$303K Sell
4,587
-797
-15% -$52.8K 0.26% 63
2019
Q2 		$391K Sell
5,384
-210
-4% -$15.6K 0.32% 50
2019
Q1 		$410K Buy
+5,594
New +$448K 0.33% 43

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 $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

One Wealth Advisors's CMA Position: Q4 2019 in Review

One Wealth Advisors sold out of Comerica (CMA) in Q4 2019, closing a stake of 4,587 shares — an estimated $303K sold.

One Wealth Advisors first reported a position in CMA in Q1 2019 and held it in 3 quarters. The position peaked at $410K in Q1 2019. 537 funds tracked by Wall St. Rank hold CMA as of Q4 2019.

  • One Wealth Advisors reported no remaining Comerica position as of Q4 2019 after selling out during the quarter.
  • One Wealth Advisors sold 4,587 Comerica shares in Q4 2019, an estimated $303K.
  • One Wealth Advisors first reported a position in Comerica in Q1 2019 and held it in 3 quarters.
  • One Wealth Advisors's Comerica position peaked at $410K in Q1 2019.
  • 537 funds tracked by Wall St. Rank held Comerica as of Q4 2019.

Based on One Wealth Advisors's 13F filing for Q4 2019, filed 13 Feb 2020.