SLWS
CMA

Swaine & Leidel Wealth Services’s Comerica CMA Stock Holding History

Swaine & Leidel Wealth 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
Q4 		– Sell
-14,238
Closed -$2.79M – 65
2019
Q3 		$2.79M Buy
14,238
+1,482
+12% +$98.1K 2.53% 10
2019
Q2 		$2.22M Buy
12,756
+2,407
+23% +$179K 2.37% 15
2019
Q1 		$1.88M Buy
+10,349
New +$830K 2.38% 18

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Swaine & Leidel Wealth Services's CMA Position: Q4 2019 in Review

Swaine & Leidel Wealth Services sold out of Comerica (CMA) in Q4 2019, closing a stake of 14,238 shares — an estimated $2.79M sold.

Swaine & Leidel Wealth Services first reported a position in CMA in Q1 2019 and held it in 3 quarters. The position peaked at $2.79M in Q3 2019. 537 funds tracked by Wall St. Rank hold CMA as of Q4 2019.

  • Swaine & Leidel Wealth Services reported no remaining Comerica position as of Q4 2019 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 14,238 Comerica shares in Q4 2019, an estimated $2.79M.
  • Swaine & Leidel Wealth Services first reported a position in Comerica in Q1 2019 and held it in 3 quarters.
  • Swaine & Leidel Wealth Services's Comerica position peaked at $2.79M in Q3 2019.
  • 537 funds tracked by Wall St. Rank held Comerica as of Q4 2019.

Based on Swaine & Leidel Wealth Services's 13F filing for Q4 2019, filed 11 Feb 2020.