WIL
CMA

Winifred I. Li’s Comerica CMA Stock Holding History

Winifred I. Li’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
Q4 		$808K Hold
17,250
– – 0.76% 36
2014
Q3 		$860K Sell
17,250
-465
-3% -$23.3K 0.82% 30
2014
Q2 		$889K Hold
17,715
– – 0.76% 28
2014
Q1 		$918K Sell
17,715
-1,495
-8% -$71.9K 0.8% 25
2013
Q4 		$913K Hold
19,210
– – 0.78% 32
2013
Q3 		$755K Sell
19,210
-325
-2% -$13.5K 0.7% 36
2013
Q2 		$778K Buy
+19,535
New +$729K 0.72% 35

Other funds holding CMA

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Winifred I. Li's CMA Position: Q4 2014 in Review

Winifred I. Li held its Comerica (CMA) position steady in Q4 2014 at 17,250 shares worth $808K. The position accounts for 0.76% of the portfolio, ranked #36.

Winifred I. Li first reported a position in CMA in Q2 2013 and has held it in 7 quarters since. The position peaked at $918K in Q1 2014. 416 funds tracked by Wall St. Rank hold CMA as of Q4 2014.

  • Winifred I. Li held 17,250 shares of Comerica worth $808K as of Q4 2014.
  • Winifred I. Li left its Comerica share count unchanged in Q4 2014.
  • Comerica made up 0.76% of Winifred I. Li's portfolio in Q4 2014, its #36 holding.
  • Winifred I. Li first reported a position in Comerica in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Comerica position peaked at $918K in Q1 2014.
  • 416 funds tracked by Wall St. Rank held Comerica as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.