PIA
CMA

Pinion Investment Advisors’s Comerica CMA Stock Holding History

Pinion Investment 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
Q1 		– Sell
-3,889
Closed -$267K – 118
2018
Q4 		$267K Buy
3,889
+723
+23% +$57.5K 0.56% 90
2018
Q3 		$286K Buy
3,166
+198
+7% +$18.9K 0.55% 95
2018
Q2 		$270K Buy
2,968
+331
+13% +$31.7K 0.52% 97
2018
Q1 		$253K Buy
+2,637
New +$251K 0.54% 96

Other funds holding CMA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Pinion Investment Advisors's CMA Position: Q1 2019 in Review

Pinion Investment Advisors sold out of Comerica (CMA) in Q1 2019, closing a stake of 3,889 shares — an estimated $267K sold.

Pinion Investment Advisors first reported a position in CMA in Q1 2018 and held it in 4 quarters. The position peaked at $286K in Q3 2018. 606 funds tracked by Wall St. Rank hold CMA as of Q1 2019.

  • Pinion Investment Advisors reported no remaining Comerica position as of Q1 2019 after selling out during the quarter.
  • Pinion Investment Advisors sold 3,889 Comerica shares in Q1 2019, an estimated $267K.
  • Pinion Investment Advisors first reported a position in Comerica in Q1 2018 and held it in 4 quarters.
  • Pinion Investment Advisors's Comerica position peaked at $286K in Q3 2018.
  • 606 funds tracked by Wall St. Rank held Comerica as of Q1 2019.

Based on Pinion Investment Advisors's 13F filing for Q1 2019, filed 13 May 2019.