WAM
CMA

Wealthspire Advisors (Maryland)’s Comerica CMA Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-1,660
Closed -$122K – 754
2019
Q1 		$122K Sell
1,660
-35
-2% -$2.81K 0.01% 573
2018
Q4 		$116K Buy
1,695
+334
+25% +$26.5K 0.01% 557
2018
Q3 		$123K Buy
1,361
+94
+7% +$8.97K 0.01% 609
2018
Q2 		$115K Sell
1,267
-25
-2% -$2.4K 0.01% 651
2018
Q1 		$124K Sell
1,292
-255
-16% -$24.3K 0.01% 629
2017
Q4 		$134K Buy
1,547
+482
+45% +$38.8K 0.01% 609
2017
Q3 		$81K Buy
1,065
+40
+4% +$2.87K 0.01% 791
2017
Q2 		$75K Buy
1,025
+68
+7% +$4.77K 0.01% 802
2017
Q1 		$66K Sell
957
-23
-2% -$1.6K 0.01% 722
2016
Q4 		$67K Buy
980
+44
+5% +$2.58K 0.01% 690
2016
Q3 		$44K Buy
936
+1
+0.1% +$45 0.01% 813
2016
Q2 		$38K Sell
935
-38
-4% -$1.62K 0.01% 807
2016
Q1 		$37K Buy
973
+84
+9% +$3.03K 0.01% 780
2015
Q4 		$37K Buy
+889
New +$38.9K 0.01% 794

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CMA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Comerica (CMA) in Q2 2019, closing a stake of 1,660 shares — an estimated $122K sold.

Wealthspire Advisors (Maryland) first reported a position in CMA in Q4 2015 and held it in 14 quarters. The position peaked at $134K in Q4 2017. 558 funds tracked by Wall St. Rank hold CMA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Comerica position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,660 Comerica shares in Q2 2019, an estimated $122K.
  • Wealthspire Advisors (Maryland) first reported a position in Comerica in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Comerica position peaked at $134K in Q4 2017.
  • 558 funds tracked by Wall St. Rank held Comerica as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.