VWA
CMA

V Wealth Advisors’s Comerica CMA Stock Holding History

V Wealth Advisors’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
-23,307
Closed -$2.1M – 219
2018
Q3 		$2.1M Buy
23,307
+97
+0.4% +$9.25K 0.97% 23
2018
Q2 		$2.14M Buy
23,210
+379
+2% +$36.3K 1.2% 20
2018
Q1 		$2.14M Buy
22,831
+484
+2% +$46.2K 1.14% 19
2017
Q4 		$2.1M Buy
+22,347
New +$1.8M 1.06% 31

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

V Wealth Advisors's CMA Position: Q4 2018 in Review

V Wealth Advisors sold out of Comerica (CMA) in Q4 2018, closing a stake of 23,307 shares — an estimated $2.1M sold.

V Wealth Advisors first reported a position in CMA in Q4 2017 and held it in 4 quarters. The position peaked at $2.14M in Q2 2018. 589 funds tracked by Wall St. Rank hold CMA as of Q4 2018.

  • V Wealth Advisors reported no remaining Comerica position as of Q4 2018 after selling out during the quarter.
  • V Wealth Advisors sold 23,307 Comerica shares in Q4 2018, an estimated $2.1M.
  • V Wealth Advisors first reported a position in Comerica in Q4 2017 and held it in 4 quarters.
  • V Wealth Advisors's Comerica position peaked at $2.14M in Q2 2018.
  • 589 funds tracked by Wall St. Rank held Comerica as of Q4 2018.

Based on V Wealth Advisors's 13F filing for Q4 2018, filed 24 Jan 2019.