W
CMA

Wealthfront’s Comerica CMA Stock Holding History

Wealthfront’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 		$1.15M Sell
12,731
-77
-0.6% -$7.34K 0.01% 228
2018
Q2 		$1.17M Sell
12,808
-1,081
-8% -$104K 0.01% 223
2018
Q1 		$1.33M Sell
13,889
-39
-0.3% -$3.72K 0.01% 195
2017
Q4 		$1.21M Buy
13,928
+1,377
+11% +$111K 0.01% 195
2017
Q3 		$957K Buy
12,551
+6,160
+96% +$441K 0.01% 206
2017
Q2 		$468K Buy
6,391
+1,539
+32% +$108K 0.01% 284
2017
Q1 		$333K Buy
4,852
+294
+6% +$20.5K 0.01% 315
2016
Q4 		$310K Buy
+4,558
New +$267K 0.01% 288
2015
Q4 		– Sell
-2,929
Closed -$120K – 418
2015
Q3 		$120K Sell
2,929
-837
-22% -$38.1K ﹤0.01% 369
2015
Q2 		$193K Buy
3,766
+236
+7% +$11.5K 0.01% 272
2015
Q1 		$159K Buy
3,530
+2,523
+251% +$113K 0.01% 292
2014
Q4 		$47K Buy
1,007
+6
+0.6% +$282 ﹤0.01% 488
2014
Q3 		$50K Buy
1,001
+467
+87% +$23.4K ﹤0.01% 407
2014
Q2 		$27K Buy
534
+183
+52% +$8.94K ﹤0.01% 463
2014
Q1 		$18K Buy
+351
New +$16.9K ﹤0.01% 447

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
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 $23.1B AUM 21.31% 1-Year Est. Return

Wealthfront's CMA Position: Q3 2018 in Review

Wealthfront reduced its Comerica (CMA) stake by 0.6% in Q3 2018, selling an estimated $7.34K and leaving 12,731 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #228.

Wealthfront first reported a position in CMA in Q1 2014 and has held it in 15 quarters since. The position peaked at $1.33M in Q1 2018. 578 funds tracked by Wall St. Rank hold CMA as of Q3 2018.

  • Wealthfront held 12,731 shares of Comerica worth $1.15M as of Q3 2018.
  • Wealthfront sold 77 Comerica shares in Q3 2018, an estimated $7.34K.
  • Comerica made up 0.01% of Wealthfront's portfolio in Q3 2018, its #228 holding.
  • Wealthfront first reported a position in Comerica in Q1 2014 and has held it in 15 quarters since.
  • Wealthfront's Comerica position peaked at $1.33M in Q1 2018.
  • 578 funds tracked by Wall St. Rank held Comerica as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.