SMFS
CMA

Squar Milner Financial Services’s Comerica CMA Stock Holding History

Squar Milner Financial Services’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
2019
Q2 		– Sell
-54
Closed -$3K – 815
2019
Q1 		$3K Hold
54
– – ﹤0.01% 720
2018
Q4 		$4K Hold
54
– – ﹤0.01% 589
2018
Q3 		$5K Hold
54
– – ﹤0.01% 595
2018
Q2 		$5K Buy
+54
New +$5.17K ﹤0.01% 685

Other funds holding CMA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Squar Milner Financial Services's CMA Position: Q2 2019 in Review

Squar Milner Financial Services sold out of Comerica (CMA) in Q2 2019, closing a stake of 54 shares — an estimated $3K sold.

Squar Milner Financial Services first reported a position in CMA in Q2 2018 and held it in 4 quarters. The position peaked at $5K in Q3 2018. 558 funds tracked by Wall St. Rank hold CMA as of Q2 2019.

  • Squar Milner Financial Services reported no remaining Comerica position as of Q2 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 54 Comerica shares in Q2 2019, an estimated $3K.
  • Squar Milner Financial Services first reported a position in Comerica in Q2 2018 and held it in 4 quarters.
  • Squar Milner Financial Services's Comerica position peaked at $5K in Q3 2018.
  • 558 funds tracked by Wall St. Rank held Comerica as of Q2 2019.

Based on Squar Milner Financial Services's 13F filing for Q2 2019, filed 25 Jul 2019.