WealthOne’s Comerica CMA Stock Holding History

WealthOne’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	-133	Closed	-$9K	–	147
2018 Q4	$9K	Buy	+133	New	+$10.6K	0.01%	378

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

WealthOne's CMA Position: Q1 2019 in Review

WealthOne sold out of Comerica (CMA) in Q1 2019, closing a stake of 133 shares — an estimated $9K sold.

WealthOne first reported a position in CMA in Q4 2018 and held it in 1 quarter. The position peaked at $9K in Q4 2018. 606 funds tracked by Wall St. Rank hold CMA as of Q1 2019.

WealthOne reported no remaining Comerica position as of Q1 2019 after selling out during the quarter.
WealthOne sold 133 Comerica shares in Q1 2019, an estimated $9K.
WealthOne first reported a position in Comerica in Q4 2018 and held it in 1 quarter.
WealthOne's Comerica position peaked at $9K in Q4 2018.
606 funds tracked by Wall St. Rank held Comerica as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.