Taylor Wealth Management Partners’s Comerica CMA Stock Holding History

Taylor Wealth Management Partners’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 Q1	–	Sell	-20	Closed	-$1K	–	61
2018 Q4	$1K	Sell	20 -25,568	-100%	-$2.03M	﹤0.01%	125
2018 Q3	$2.31M	Sell	25,588 -80	-0.3%	-$7.63K	0.98%	32
2018 Q2	$2.33M	Sell	25,668 -240	-0.9%	-$23K	1.04%	31
2018 Q1	$2.48M	Buy	+25,908	New	+$2.47M	1.2%	29

Other funds holding CMA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Taylor Wealth Management Partners's CMA Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of Comerica (CMA) in Q1 2019, closing a stake of 20 shares — an estimated $1K sold.

Taylor Wealth Management Partners first reported a position in CMA in Q1 2018 and held it in 4 quarters. The position peaked at $2.48M in Q1 2018. 606 funds tracked by Wall St. Rank hold CMA as of Q1 2019.

Taylor Wealth Management Partners reported no remaining Comerica position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 20 Comerica shares in Q1 2019, an estimated $1K.
Taylor Wealth Management Partners first reported a position in Comerica in Q1 2018 and held it in 4 quarters.
Taylor Wealth Management Partners's Comerica position peaked at $2.48M in Q1 2018.
606 funds tracked by Wall St. Rank held Comerica as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.