PWP
CMA

Personal Wealth Partners’s Comerica CMA Stock Holding History

Personal Wealth Partners’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
Q1 		– Sell
-22
Closed -$2K – 158
2019
Q4 		$2K Hold
22
– – ﹤0.01% 336
2019
Q3 		$1K Buy
+22
New +$1.46K ﹤0.01% 405

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Personal Wealth Partners's CMA Position: Q1 2020 in Review

Personal Wealth Partners sold out of Comerica (CMA) in Q1 2020, closing a stake of 22 shares — an estimated $2K sold.

Personal Wealth Partners first reported a position in CMA in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 429 funds tracked by Wall St. Rank hold CMA as of Q1 2020.

  • Personal Wealth Partners reported no remaining Comerica position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 22 Comerica shares in Q1 2020, an estimated $2K.
  • Personal Wealth Partners first reported a position in Comerica in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Comerica position peaked at $2K in Q4 2019.
  • 429 funds tracked by Wall St. Rank held Comerica as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.