Rockefeller Financial Services’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $126M | Buy |
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|
2017
Q3 | $782K | Hold |
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|
2017
Q2 | $751K | Hold |
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|
2017
Q1 | $703K | Hold |
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|
2016
Q4 | $698K | Buy |
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|
2016
Q3 | $397K | Hold |
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|
2016
Q2 | $345K | Sell |
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|
2016
Q1 | $1.44M | Sell |
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|
2015
Q4 | $18.1M | Sell |
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|
2015
Q3 | $18.3M | Sell |
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|
2015
Q2 | $31.4M | Buy |
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|
2015
Q1 | $19.3M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $4.27M | Sell |
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|
2014
Q2 | $6.88M | Sell |
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|
2014
Q1 | $44.9M | Buy |
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|
2013
Q4 | $40.3M | Buy |
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|
2013
Q3 | $31.7M | Buy |
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|
2013
Q2 | $28.3M | Buy |
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