RIA
CMA

Realta Investment Advisors’s Comerica CMA Stock Holding History

Realta Investment 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
Q1 		– Sell
-147
Closed -$10K – 487
2019
Q4 		$10K Buy
147
+58
+65% +$3.98K ﹤0.01% 1121
2019
Q3 		$6K Hold
89
– – ﹤0.01% 1261
2019
Q2 		$6K Buy
+89
New +$6.61K ﹤0.01% 1300

Other funds holding CMA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Realta Investment Advisors's CMA Position: Q1 2020 in Review

Realta Investment Advisors sold out of Comerica (CMA) in Q1 2020, closing a stake of 147 shares — an estimated $10K sold.

Realta Investment Advisors first reported a position in CMA in Q2 2019 and held it in 3 quarters. The position peaked at $10K in Q4 2019. 429 funds tracked by Wall St. Rank hold CMA as of Q1 2020.

  • Realta Investment Advisors reported no remaining Comerica position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 147 Comerica shares in Q1 2020, an estimated $10K.
  • Realta Investment Advisors first reported a position in Comerica in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Comerica position peaked at $10K in Q4 2019.
  • 429 funds tracked by Wall St. Rank held Comerica as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.