Private Ocean’s Comerica CMA Stock Holding History

Private Ocean’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 Q1	–	Sell	-40	Closed	-$3K	–	418
2017 Q4	$3K	Buy	+40	New	+$3.22K	﹤0.01%	308

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Private Ocean's CMA Position: Q1 2018 in Review

Private Ocean sold out of Comerica (CMA) in Q1 2018, closing a stake of 40 shares — an estimated $3K sold.

Private Ocean first reported a position in CMA in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 580 funds tracked by Wall St. Rank hold CMA as of Q1 2018.

Private Ocean reported no remaining Comerica position as of Q1 2018 after selling out during the quarter.
Private Ocean sold 40 Comerica shares in Q1 2018, an estimated $3K.
Private Ocean first reported a position in Comerica in Q4 2017 and held it in 1 quarter.
Private Ocean's Comerica position peaked at $3K in Q4 2017.
580 funds tracked by Wall St. Rank held Comerica as of Q1 2018.

Based on Private Ocean's 13F filing for Q1 2018, filed 11 May 2018.