Outlook Wealth Advisors’s Comerica CMA Stock Holding History

Outlook 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 Q2	–	Sell	-3,663	Closed	-$269K	–	152
2019 Q1	$269K	Sell	3,663 -3,567	-49%	-$286K	0.22%	120
2018 Q4	$497K	Buy	+7,230	New	+$575K	0.23%	115

Other funds holding CMA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Outlook Wealth Advisors's CMA Position: Q2 2019 in Review

Outlook Wealth Advisors sold out of Comerica (CMA) in Q2 2019, closing a stake of 3,663 shares — an estimated $269K sold.

Outlook Wealth Advisors first reported a position in CMA in Q4 2018 and held it in 2 quarters. The position peaked at $497K in Q4 2018. 558 funds tracked by Wall St. Rank hold CMA as of Q2 2019.

Outlook Wealth Advisors reported no remaining Comerica position as of Q2 2019 after selling out during the quarter.
Outlook Wealth Advisors sold 3,663 Comerica shares in Q2 2019, an estimated $269K.
Outlook Wealth Advisors first reported a position in Comerica in Q4 2018 and held it in 2 quarters.
Outlook Wealth Advisors's Comerica position peaked at $497K in Q4 2018.
558 funds tracked by Wall St. Rank held Comerica as of Q2 2019.

Based on Outlook Wealth Advisors's 13F filing for Q2 2019, filed 15 Aug 2019.