PWAG
CMA

Polaris Wealth Advisory Group’s Comerica CMA Stock Holding History

Polaris Wealth 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
2018
Q4 		– Sell
-1,014
Closed -$91K – 199
2018
Q3 		$91K Buy
+1,014
New +$96.7K 0.01% 208
2018
Q2 		– Sell
-1,014
Closed -$97K – 281
2018
Q1 		$97K Buy
+1,014
New +$96.7K 0.01% 167

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polaris Wealth Advisory Group's CMA Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Comerica (CMA) in Q4 2018, closing a stake of 1,014 shares — an estimated $91K sold.

Polaris Wealth Advisory Group first reported a position in CMA in Q1 2018 and held it in 2 quarters. The position peaked at $97K in Q1 2018. 590 funds tracked by Wall St. Rank hold CMA as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Comerica position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 1,014 Comerica shares in Q4 2018, an estimated $91K.
  • Polaris Wealth Advisory Group first reported a position in Comerica in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Comerica position peaked at $97K in Q1 2018.
  • 590 funds tracked by Wall St. Rank held Comerica as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.