United Asset Strategies’s Comerica CMA Stock Holding History

United Asset Strategies’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
2020 Q2	–	Sell	-23,239	Closed	-$682K	–	192
2020 Q1	$682K	Buy	23,239 +1,774	+8%	+$96.3K	0.17%	104
2019 Q4	$1.54M	Buy	+21,465	New	+$1.47M	0.3%	82
2018 Q3	–	Sell	-5,346	Closed	-$486K	–	205
2018 Q2	$486K	Buy	5,346 +390	+8%	+$37.4K	0.13%	142
2018 Q1	$475K	Buy	4,956 +281	+6%	+$26.8K	0.14%	125
2017 Q4	$406K	Buy	+4,675	New	+$376K	0.11%	141

Other funds holding CMA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

United Asset Strategies's CMA Position: Q2 2020 in Review

United Asset Strategies sold out of Comerica (CMA) in Q2 2020, closing a stake of 23,239 shares — an estimated $682K sold.

United Asset Strategies first reported a position in CMA in Q4 2017 and held it in 5 quarters. The position peaked at $1.54M in Q4 2019. 447 funds tracked by Wall St. Rank hold CMA as of Q2 2020.

United Asset Strategies reported no remaining Comerica position as of Q2 2020 after selling out during the quarter.
United Asset Strategies sold 23,239 Comerica shares in Q2 2020, an estimated $682K.
United Asset Strategies first reported a position in Comerica in Q4 2017 and held it in 5 quarters.
United Asset Strategies's Comerica position peaked at $1.54M in Q4 2019.
447 funds tracked by Wall St. Rank held Comerica as of Q2 2020.

Based on United Asset Strategies's 13F filing for Q2 2020, filed 3 Aug 2020.