RPCONE
CMA

Retirement Planning Company of New England’s Comerica CMA Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-51
Closed -$4K – 330
2021
Q4 		$4K Buy
+51
New +$4.38K ﹤0.01% 769

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $24.4B AUM 22.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Retirement Planning Company of New England's CMA Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Comerica (CMA) in Q1 2022, closing a stake of 51 shares — an estimated $4K sold.

Retirement Planning Company of New England first reported a position in CMA in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 607 funds tracked by Wall St. Rank hold CMA as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Comerica position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 51 Comerica shares in Q1 2022, an estimated $4K.
  • Retirement Planning Company of New England first reported a position in Comerica in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Comerica position peaked at $4K in Q4 2021.
  • 607 funds tracked by Wall St. Rank held Comerica as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.