Perigon Wealth Management’s Comerica CMA Stock Holding History

Perigon Wealth Management’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
2018 Q2	–	Sell	-4	Closed	–	–	301
2018 Q1	$0	Buy	+4	New	+$381	﹤0.01%	648

Other funds holding CMA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Perigon Wealth Management's CMA Position: Q2 2018 in Review

Perigon Wealth Management sold out of Comerica (CMA) in Q2 2018, closing a stake of 4 shares.

Perigon Wealth Management first reported a position in CMA in Q1 2018 and held it in 1 quarter. The position peaked at $0 in Q1 2018. 588 funds tracked by Wall St. Rank hold CMA as of Q2 2018.

Perigon Wealth Management reported no remaining Comerica position as of Q2 2018 after selling out during the quarter.
Perigon Wealth Management sold 4 Comerica shares in Q2 2018.
Perigon Wealth Management first reported a position in Comerica in Q1 2018 and held it in 1 quarter.
Perigon Wealth Management's Comerica position peaked at $0 in Q1 2018.
588 funds tracked by Wall St. Rank held Comerica as of Q2 2018.

Based on Perigon Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.