OIA
CMA

Optimum Investment Advisors’s Comerica CMA Stock Holding History

Optimum Investment 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
2014
Q1 		– Sell
-122
Closed -$6K – 748
2013
Q4 		$6K Buy
+122
New +$5.36K ﹤0.01% 647

Other funds holding CMA

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Optimum Investment Advisors's CMA Position: Q1 2014 in Review

Optimum Investment Advisors sold out of Comerica (CMA) in Q1 2014, closing a stake of 122 shares — an estimated $6K sold.

Optimum Investment Advisors first reported a position in CMA in Q4 2013 and held it in 1 quarter. The position peaked at $6K in Q4 2013. 404 funds tracked by Wall St. Rank hold CMA as of Q1 2014.

  • Optimum Investment Advisors reported no remaining Comerica position as of Q1 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 122 Comerica shares in Q1 2014, an estimated $6K.
  • Optimum Investment Advisors first reported a position in Comerica in Q4 2013 and held it in 1 quarter.
  • Optimum Investment Advisors's Comerica position peaked at $6K in Q4 2013.
  • 404 funds tracked by Wall St. Rank held Comerica as of Q1 2014.

Based on Optimum Investment Advisors's 13F filing for Q1 2014, filed 1 May 2014.