SSWM
CMA

Sheets Smith Wealth Management’s Comerica CMA Stock Holding History

Sheets Smith Wealth Management’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
2018
Q4 		– Sell
-5,331
Closed -$481K – 279
2018
Q3 		$481K Buy
+5,331
New +$509K 0.1% 223

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sheets Smith Wealth Management's CMA Position: Q4 2018 in Review

Sheets Smith Wealth Management sold out of Comerica (CMA) in Q4 2018, closing a stake of 5,331 shares — an estimated $481K sold.

Sheets Smith Wealth Management first reported a position in CMA in Q3 2018 and held it in 1 quarter. The position peaked at $481K in Q3 2018. 590 funds tracked by Wall St. Rank hold CMA as of Q4 2018.

  • Sheets Smith Wealth Management reported no remaining Comerica position as of Q4 2018 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 5,331 Comerica shares in Q4 2018, an estimated $481K.
  • Sheets Smith Wealth Management first reported a position in Comerica in Q3 2018 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Comerica position peaked at $481K in Q3 2018.
  • 590 funds tracked by Wall St. Rank held Comerica as of Q4 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.