RNS
CMA

Robert N. Shapiro’s Comerica CMA Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$1.78M Sell
38,052
-4,143
-10% -$195K 0.36% 87
2014
Q3 		$2.1M Sell
42,195
-1,155
-3% -$57.9K 0.4% 73
2014
Q2 		$2.17M Sell
43,350
-1,595
-4% -$77.9K 0.41% 72
2014
Q1 		$2.33M Sell
44,945
-2,515
-5% -$121K 0.43% 66
2013
Q4 		$2.26M Sell
47,460
-12,836
-21% -$564K 0.4% 73
2013
Q3 		$2.37M Buy
60,296
+13,341
+28% +$554K 0.42% 64
2013
Q2 		$1.87M Buy
+46,955
New +$1.75M 0.39% 71

Other funds holding CMA

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Robert N. Shapiro's CMA Position: Q4 2014 in Review

Robert N. Shapiro reduced its Comerica (CMA) stake by 9.8% in Q4 2014, selling an estimated $195K and leaving 38,052 shares worth $1.78M. The position accounts for 0.36% of the portfolio, ranked #87.

Robert N. Shapiro first reported a position in CMA in Q2 2013 and has held it in 7 quarters since. The position peaked at $2.37M in Q3 2013. 416 funds tracked by Wall St. Rank hold CMA as of Q4 2014.

  • Robert N. Shapiro held 38,052 shares of Comerica worth $1.78M as of Q4 2014.
  • Robert N. Shapiro sold 4,143 Comerica shares in Q4 2014, an estimated $195K.
  • Comerica made up 0.36% of Robert N. Shapiro's portfolio in Q4 2014, its #87 holding.
  • Robert N. Shapiro first reported a position in Comerica in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Comerica position peaked at $2.37M in Q3 2013.
  • 416 funds tracked by Wall St. Rank held Comerica as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.