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Avantax Planning Partners’s Commerce Bancshares CBSH Stock Holding History

Avantax Planning Partners’s Portfolio CBSH Stock Details CBSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-461
Closed -$21K – 421
2018
Q3 		$21K Buy
+461
New +$21.5K ﹤0.01% 683
2018
Q2 		– Sell
-461
Closed -$19K – 428
2018
Q1 		$19K Buy
+461
New +$18.3K ﹤0.01% 787

Other funds holding CBSH

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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Avantax Planning Partners's CBSH Position: Q4 2018 in Review

Avantax Planning Partners sold out of Commerce Bancshares (CBSH) in Q4 2018, closing a stake of 461 shares — an estimated $21K sold.

Avantax Planning Partners first reported a position in CBSH in Q1 2018 and held it in 2 quarters. The position peaked at $21K in Q3 2018. 360 funds tracked by Wall St. Rank hold CBSH as of Q4 2018.

  • Avantax Planning Partners reported no remaining Commerce Bancshares position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 461 Commerce Bancshares shares in Q4 2018, an estimated $21K.
  • Avantax Planning Partners first reported a position in Commerce Bancshares in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Commerce Bancshares position peaked at $21K in Q3 2018.
  • 360 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.