PI
CMA

Placemark Investments’s Comerica CMA Stock Holding History

Placemark Investments’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
2014
Q4 		$329K Sell
7,027
-864
-11% -$40.6K 0.01% 1361
2014
Q3 		$391K Sell
7,891
-13
-0.2% -$652 0.01% 1278
2014
Q2 		$396K Sell
7,904
-34
-0.4% -$1.66K 0.01% 1270
2014
Q1 		$411K Buy
7,938
+3,129
+65% +$151K 0.01% 1208
2013
Q4 		$227K Sell
4,809
-943
-16% -$41.4K ﹤0.01% 1477
2013
Q3 		$225K Buy
5,752
+374
+7% +$15.5K ﹤0.01% 1432
2013
Q2 		$215K Buy
+5,378
New +$201K ﹤0.01% 1421

Other funds holding CMA

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Placemark Investments's CMA Position: Q4 2014 in Review

Placemark Investments reduced its Comerica (CMA) stake by 11% in Q4 2014, selling an estimated $40.6K and leaving 7,027 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #1361.

Placemark Investments first reported a position in CMA in Q2 2013 and has held it in 7 quarters since. The position peaked at $411K in Q1 2014. 416 funds tracked by Wall St. Rank hold CMA as of Q4 2014.

  • Placemark Investments held 7,027 shares of Comerica worth $329K as of Q4 2014.
  • Placemark Investments sold 864 Comerica shares in Q4 2014, an estimated $40.6K.
  • Comerica made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1361 holding.
  • Placemark Investments first reported a position in Comerica in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's Comerica position peaked at $411K in Q1 2014.
  • 416 funds tracked by Wall St. Rank held Comerica as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.