Pinnacle Advisory Group’s Comerica CMA Stock Holding History

Pinnacle Advisory Group’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
2021 Q1	$426K	Hold	5,933	–	–	0.02%	179
2020 Q4	$331K	Hold	5,933	–	–	0.02%	153
2020 Q3	$227K	Hold	5,933	–	–	0.02%	164
2020 Q2	$226K	Buy	+5,933	New	+$207K	0.02%	158
2020 Q1	–	Sell	-5,933	Closed	-$426K	–	152
2019 Q4	$426K	Hold	5,933	–	–	0.03%	123
2019 Q3	$392K	Hold	5,933	–	–	0.03%	123
2019 Q2	$431K	Hold	5,933	–	–	0.03%	121
2019 Q1	$435K	Hold	5,933	–	–	0.03%	114
2018 Q4	$408K	Hold	5,933	–	–	0.03%	114
2018 Q3	$535K	Buy	+5,933	New	+$566K	0.04%	109
2018 Q2	–	Sell	-5,933	Closed	-$569K	–	153
2018 Q1	$569K	Hold	5,933	–	–	0.03%	115
2017 Q4	$515K	Hold	5,933	–	–	0.03%	129
2017 Q3	$452K	Hold	5,933	–	–	0.03%	126
2017 Q2	$435K	Hold	5,933	–	–	0.03%	123
2017 Q1	$407K	Hold	5,933	–	–	0.03%	131
2016 Q4	$404K	Hold	5,933	–	–	0.03%	122
2016 Q3	$288K	Hold	5,933	–	–	0.02%	103
2016 Q2	$244K	Buy	+5,933	New	+$253K	0.02%	113

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pinnacle Advisory Group's CMA Position: Q1 2021 in Review

Pinnacle Advisory Group held its Comerica (CMA) position steady in Q1 2021 at 5,933 shares worth $426K. The position accounts for 0.02% of the portfolio, ranked #179.

Pinnacle Advisory Group first reported a position in CMA in Q2 2016 and has held it in 18 quarters since. The position peaked at $569K in Q1 2018. 520 funds tracked by Wall St. Rank hold CMA as of Q1 2021.

Pinnacle Advisory Group held 5,933 shares of Comerica worth $426K as of Q1 2021.
Pinnacle Advisory Group left its Comerica share count unchanged in Q1 2021.
Comerica made up 0.02% of Pinnacle Advisory Group's portfolio in Q1 2021, its #179 holding.
Pinnacle Advisory Group first reported a position in Comerica in Q2 2016 and has held it in 18 quarters since.
Pinnacle Advisory Group's Comerica position peaked at $569K in Q1 2018.
520 funds tracked by Wall St. Rank held Comerica as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.