PRW Wealth Management’s Comerica CMA Stock Holding History

PRW Wealth Management’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 Q2	–	Sell	-93	Closed	-$7K	–	174
2019 Q1	$7K	Hold	93	–	–	0.01%	315
2018 Q4	$6K	Buy	+93	New	+$7.39K	0.01%	337

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

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

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

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

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

PRW Wealth Management's CMA Position: Q2 2019 in Review

PRW Wealth Management sold out of Comerica (CMA) in Q2 2019, closing a stake of 93 shares — an estimated $7K sold.

PRW Wealth Management first reported a position in CMA in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2019. 558 funds tracked by Wall St. Rank hold CMA as of Q2 2019.

PRW Wealth Management reported no remaining Comerica position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 93 Comerica shares in Q2 2019, an estimated $7K.
PRW Wealth Management first reported a position in Comerica in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Comerica position peaked at $7K in Q1 2019.
558 funds tracked by Wall St. Rank held Comerica as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.