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B. Riley Wealth Advisors’s Commerce Bancshares CBSH Stock Holding History

B. Riley Wealth Advisors’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
2015
Q2 		– Sell
-15,420
Closed -$382K – 545
2015
Q1 		$382K Buy
15,420
+506
+3% +$12.4K 0.09% 291
2014
Q4 		$3.79K Buy
+14,914
New +$371K 0.08% 305
2014
Q3 		– Sell
-16,091
Closed -$417K – 829
2014
Q2 		$417K Buy
+16,091
New +$398K 0.1% 228

Other funds holding CBSH

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

B. Riley Wealth Advisors's CBSH Position: Q2 2015 in Review

B. Riley Wealth Advisors sold out of Commerce Bancshares (CBSH) in Q2 2015, closing a stake of 15,420 shares — an estimated $382K sold.

B. Riley Wealth Advisors first reported a position in CBSH in Q2 2014 and held it in 3 quarters. The position peaked at $417K in Q2 2014. 251 funds tracked by Wall St. Rank hold CBSH as of Q2 2015.

  • B. Riley Wealth Advisors reported no remaining Commerce Bancshares position as of Q2 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 15,420 Commerce Bancshares shares in Q2 2015, an estimated $382K.
  • B. Riley Wealth Advisors first reported a position in Commerce Bancshares in Q2 2014 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Commerce Bancshares position peaked at $417K in Q2 2014.
  • 251 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.