PCP
CMA

Proficio Capital Partners’s Comerica CMA Stock Holding History

Proficio Capital Partners’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
Q3 		– Sell
-486
Closed -$35K – 414
2019
Q2 		$35K Buy
486
+231
+91% +$17.2K 0.01% 492
2019
Q1 		$19K Hold
255
– – 0.01% 665
2018
Q4 		$18K Buy
255
+223
+697% +$17.7K 0.01% 564
2018
Q3 		$3K Hold
32
– – ﹤0.01% 1030
2018
Q2 		$3K Hold
32
– – ﹤0.01% 1066
2018
Q1 		$3K Hold
32
– – ﹤0.01% 1063
2017
Q4 		$3K Buy
32
+15
+88% +$1.21K ﹤0.01% 1053
2017
Q3 		$1K Hold
17
– – ﹤0.01% 1152
2017
Q2 		$1K Buy
17
+4
+31% +$281 ﹤0.01% 1156
2017
Q1 		$1K Buy
+13
New +$907 ﹤0.01% 1201
2016
Q2 		– Sell
-20
Closed -$1K – 1040
2016
Q1 		$1K Buy
+20
New +$721 ﹤0.01% 844

Other funds holding CMA

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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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Proficio Capital Partners's CMA Position: Q3 2019 in Review

Proficio Capital Partners sold out of Comerica (CMA) in Q3 2019, closing a stake of 486 shares — an estimated $35K sold.

Proficio Capital Partners first reported a position in CMA in Q1 2016 and held it in 11 quarters. The position peaked at $35K in Q2 2019. 510 funds tracked by Wall St. Rank hold CMA as of Q3 2019.

  • Proficio Capital Partners reported no remaining Comerica position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 486 Comerica shares in Q3 2019, an estimated $35K.
  • Proficio Capital Partners first reported a position in Comerica in Q1 2016 and held it in 11 quarters.
  • Proficio Capital Partners's Comerica position peaked at $35K in Q2 2019.
  • 510 funds tracked by Wall St. Rank held Comerica as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.