OPS
CMA

Orion Portfolio Solutions’s Comerica CMA Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-1,848
Closed -$70K – 721
2020
Q2 		$70K Sell
1,848
-3,020
-62% -$105K ﹤0.01% 625
2020
Q1 		$143K Buy
4,868
+3,634
+294% +$197K 0.01% 380
2019
Q4 		$89K Buy
+1,234
New +$84.7K 0.01% 437

Other funds holding CMA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Orion Portfolio Solutions's CMA Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Comerica (CMA) in Q3 2020, closing a stake of 1,848 shares — an estimated $70K sold.

Orion Portfolio Solutions first reported a position in CMA in Q4 2019 and held it in 3 quarters. The position peaked at $143K in Q1 2020. 447 funds tracked by Wall St. Rank hold CMA as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Comerica position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,848 Comerica shares in Q3 2020, an estimated $70K.
  • Orion Portfolio Solutions first reported a position in Comerica in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Comerica position peaked at $143K in Q1 2020.
  • 447 funds tracked by Wall St. Rank held Comerica as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.