SFMG Wealth Advisors’s Comerica CMA Stock Holding History

SFMG Wealth 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 Q2	–	Sell	-5,047	Closed	-$228K	–	127
2015 Q1	$228K	Buy	+5,047	New	+$225K	0.02%	158

Other funds holding CMA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

SFMG Wealth Advisors's CMA Position: Q2 2015 in Review

SFMG Wealth Advisors sold out of Comerica (CMA) in Q2 2015, closing a stake of 5,047 shares — an estimated $228K sold.

SFMG Wealth Advisors first reported a position in CMA in Q1 2015 and held it in 1 quarter. The position peaked at $228K in Q1 2015. 408 funds tracked by Wall St. Rank hold CMA as of Q2 2015.

SFMG Wealth Advisors reported no remaining Comerica position as of Q2 2015 after selling out during the quarter.
SFMG Wealth Advisors sold 5,047 Comerica shares in Q2 2015, an estimated $228K.
SFMG Wealth Advisors first reported a position in Comerica in Q1 2015 and held it in 1 quarter.
SFMG Wealth Advisors's Comerica position peaked at $228K in Q1 2015.
408 funds tracked by Wall St. Rank held Comerica as of Q2 2015.

Based on SFMG Wealth Advisors's 13F filing for Q2 2015, filed 12 Aug 2015.