RIA
CMA

Regal Investment Advisors’s Comerica CMA Stock Holding History

Regal 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
2015
Q4 		– Sell
-744
Closed -$30K – 368
2015
Q3 		$30K Buy
744
+544
+272% +$24.8K 0.01% 490
2015
Q2 		$10K Hold
200
– – ﹤0.01% 651
2015
Q1 		$9K Hold
200
– – ﹤0.01% 704
2014
Q4 		$9K Hold
200
– – ﹤0.01% 645
2014
Q3 		$10K Hold
200
– – ﹤0.01% 686
2014
Q2 		$10K Hold
200
– – ﹤0.01% 662
2014
Q1 		$10K Hold
200
– – ﹤0.01% 637
2013
Q4 		$10K Hold
200
– – 0.01% 587
2013
Q3 		$8K Hold
200
– – ﹤0.01% 634
2013
Q2 		$8K Buy
+200
New +$7.47K ﹤0.01% 627

Other funds holding CMA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Regal Investment Advisors's CMA Position: Q4 2015 in Review

Regal Investment Advisors sold out of Comerica (CMA) in Q4 2015, closing a stake of 744 shares — an estimated $30K sold.

Regal Investment Advisors first reported a position in CMA in Q2 2013 and held it in 10 quarters. The position peaked at $30K in Q3 2015. 387 funds tracked by Wall St. Rank hold CMA as of Q4 2015.

  • Regal Investment Advisors reported no remaining Comerica position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 744 Comerica shares in Q4 2015, an estimated $30K.
  • Regal Investment Advisors first reported a position in Comerica in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's Comerica position peaked at $30K in Q3 2015.
  • 387 funds tracked by Wall St. Rank held Comerica as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.