WWMSC
CMA

Wagner Wealth Management (South Carolina)’s Comerica CMA Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		$63K Hold
700
– – 0.04% 232
2018
Q2 		$64K Hold
700
– – 0.05% 214
2018
Q1 		$67K Buy
700
+100
+17% +$9.54K 0.05% 198
2017
Q4 		$0 Buy
+600
New +$48.3K ﹤0.01% 803

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $24.4B AUM 22.19% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s CMA Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Comerica (CMA) position steady in Q3 2018 at 700 shares worth $63K. The position accounts for 0.04% of the portfolio, ranked #232.

Wagner Wealth Management (South Carolina) first reported a position in CMA in Q4 2017 and has held it in 4 quarters since. The position peaked at $67K in Q1 2018. 578 funds tracked by Wall St. Rank hold CMA as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 700 shares of Comerica worth $63K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Comerica share count unchanged in Q3 2018.
  • Comerica made up 0.04% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #232 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Comerica in Q4 2017 and has held it in 4 quarters since.
  • Wagner Wealth Management (South Carolina)'s Comerica position peaked at $67K in Q1 2018.
  • 578 funds tracked by Wall St. Rank held Comerica as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.