Winslow Evans & Crocker’s Comerica CMA Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$3K	Buy	+50	New	+$2.44K	﹤0.01%	1173
2019 Q2	–	Sell	-36	Closed	-$4K	–	1175
2019 Q1	$4K	Sell	36 -464	-93%	-$37.2K	﹤0.01%	994
2018 Q4	$36K	Buy	+500	New	+$39.7K	0.01%	514
2015 Q2	–	Sell	-92	Closed	-$4.15K	–	1314
2015 Q1	$4.15K	Hold	92	–	–	﹤0.01%	1072
2014 Q4	$4.31K	Buy	+92	New	+$4.32K	﹤0.01%	1071
2014 Q3	–	Sell	-126	Closed	-$6.32K	–	1393
2014 Q2	$6.32K	Buy	126 +92	+271%	+$4.49K	﹤0.01%	969
2014 Q1	$1.76K	Hold	34	–	–	﹤0.01%	1183
2013 Q4	$2K	Buy	+34	New	+$1.49K	﹤0.01%	1271

Other funds holding CMA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Winslow Evans & Crocker's CMA Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in Comerica (CMA) in Q4 2020: 50 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1173 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in CMA as recently as Q1 2019.

Winslow Evans & Crocker first reported a position in CMA in Q4 2013 and has held it in 8 quarters since. The position peaked at $36K in Q4 2018. 486 funds tracked by Wall St. Rank hold CMA as of Q4 2020.

Winslow Evans & Crocker held 50 shares of Comerica worth $3K as of Q4 2020.
Comerica was a new Winslow Evans & Crocker position in Q4 2020.
Comerica made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1173 holding.
Winslow Evans & Crocker first reported a position in Comerica in Q4 2013 and has held it in 8 quarters since.
Winslow Evans & Crocker's Comerica position peaked at $36K in Q4 2018.
486 funds tracked by Wall St. Rank held Comerica as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.