SCTC
CMA

Sanibel Captiva Trust Company’s Comerica CMA Stock Holding History

Sanibel Captiva Trust Company’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
2024
Q1 		– Sell
-3,975
Closed -$222K – 365
2023
Q4 		$222K Buy
+3,975
New +$180K 0.01% 325

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sanibel Captiva Trust Company's CMA Position: Q1 2024 in Review

Sanibel Captiva Trust Company sold out of Comerica (CMA) in Q1 2024, closing a stake of 3,975 shares — an estimated $222K sold.

Sanibel Captiva Trust Company first reported a position in CMA in Q4 2023 and held it in 1 quarter. The position peaked at $222K in Q4 2023. 558 funds tracked by Wall St. Rank hold CMA as of Q1 2024.

  • Sanibel Captiva Trust Company reported no remaining Comerica position as of Q1 2024 after selling out during the quarter.
  • Sanibel Captiva Trust Company sold 3,975 Comerica shares in Q1 2024, an estimated $222K.
  • Sanibel Captiva Trust Company first reported a position in Comerica in Q4 2023 and held it in 1 quarter.
  • Sanibel Captiva Trust Company's Comerica position peaked at $222K in Q4 2023.
  • 558 funds tracked by Wall St. Rank held Comerica as of Q1 2024.

Based on Sanibel Captiva Trust Company's 13F filing for Q1 2024, filed 21 May 2024.