PAS
CMA

Partnervest Advisory Services’s Comerica CMA Stock Holding History

Partnervest Advisory Services’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
2013
Q4 		– Sell
-376
Closed -$15K – 1004
2013
Q3 		$15K Buy
+376
New +$15.6K 0.01% 535

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Partnervest Advisory Services's CMA Position: Q4 2013 in Review

Partnervest Advisory Services sold out of Comerica (CMA) in Q4 2013, closing a stake of 376 shares — an estimated $15K sold.

Partnervest Advisory Services first reported a position in CMA in Q3 2013 and held it in 1 quarter. The position peaked at $15K in Q3 2013. 392 funds tracked by Wall St. Rank hold CMA as of Q4 2013.

  • Partnervest Advisory Services reported no remaining Comerica position as of Q4 2013 after selling out during the quarter.
  • Partnervest Advisory Services sold 376 Comerica shares in Q4 2013, an estimated $15K.
  • Partnervest Advisory Services first reported a position in Comerica in Q3 2013 and held it in 1 quarter.
  • Partnervest Advisory Services's Comerica position peaked at $15K in Q3 2013.
  • 392 funds tracked by Wall St. Rank held Comerica as of Q4 2013.

Based on Partnervest Advisory Services's 13F filing for Q4 2013, filed 11 Feb 2014.