RA
CMA

Rational Advisors’s Comerica CMA Stock Holding History

Rational Advisors’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
2020
Q4 		– Sell
-105
Closed -$4K – 284
2020
Q3 		$4K Sell
105
-3,861
-97% -$148K ﹤0.01% 393
2020
Q2 		$151K Buy
+3,966
New +$138K 0.08% 152
2020
Q1 		– Sell
-230
Closed -$17K – 228
2019
Q4 		$17K Buy
230
+159
+224% +$10.9K 0.01% 424
2019
Q3 		$5K Sell
71
-207
-74% -$13.7K ﹤0.01% 528
2019
Q2 		$20K Buy
278
+266
+2,217% +$19.8K 0.01% 444
2019
Q1 		$1K Sell
12
-36
-75% -$2.89K ﹤0.01% 513
2018
Q4 		$3K Sell
48
-911
-95% -$72.4K ﹤0.01% 447
2018
Q3 		$87K Buy
959
+664
+225% +$63.3K 0.02% 248
2018
Q2 		$27K Buy
295
+19
+7% +$1.82K 0.01% 305
2018
Q1 		$26K Buy
+276
New +$26.3K 0.01% 311

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Rational Advisors's CMA Position: Q4 2020 in Review

Rational Advisors sold out of Comerica (CMA) in Q4 2020, closing a stake of 105 shares — an estimated $4K sold.

Rational Advisors first reported a position in CMA in Q1 2018 and held it in 10 quarters. The position peaked at $151K in Q2 2020. 487 funds tracked by Wall St. Rank hold CMA as of Q4 2020.

  • Rational Advisors reported no remaining Comerica position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 105 Comerica shares in Q4 2020, an estimated $4K.
  • Rational Advisors first reported a position in Comerica in Q1 2018 and held it in 10 quarters.
  • Rational Advisors's Comerica position peaked at $151K in Q2 2020.
  • 487 funds tracked by Wall St. Rank held Comerica as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.