WFG Advisors’s Comerica CMA Stock Holding History

WFG 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
2014 Q1	–	Sell	-105	Closed	-$5K	–	2020
2013 Q4	$5K	Sell	105 -2	-2%	-$88	﹤0.01%	1737
2013 Q3	$4K	Sell	107 -1	-0.9%	-$42	﹤0.01%	1780
2013 Q2	$4K	Buy	+108	New	+$4.03K	﹤0.01%	1709

Other funds holding CMA

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

WFG Advisors's CMA Position: Q1 2014 in Review

WFG Advisors sold out of Comerica (CMA) in Q1 2014, closing a stake of 105 shares — an estimated $5K sold.

WFG Advisors first reported a position in CMA in Q2 2013 and held it in 3 quarters. The position peaked at $5K in Q4 2013. 404 funds tracked by Wall St. Rank hold CMA as of Q1 2014.

WFG Advisors reported no remaining Comerica position as of Q1 2014 after selling out during the quarter.
WFG Advisors sold 105 Comerica shares in Q1 2014, an estimated $5K.
WFG Advisors first reported a position in Comerica in Q2 2013 and held it in 3 quarters.
WFG Advisors's Comerica position peaked at $5K in Q4 2013.
404 funds tracked by Wall St. Rank held Comerica as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.