Bell Bank’s Canadian Imperial Bank of Commerce CM Stock Holding History

Bell Bank’s Portfolio CM Stock Details CM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-25,918	Closed	-$933K	–	131
2015 Q3	$933K	Buy	25,918 +740	+3%	+$26.2K	0.74%	54
2015 Q2	$928K	Sell	25,178 -1,212	-5%	-$46.8K	0.69%	53
2015 Q1	$957K	Buy	26,390 +1,756	+7%	+$65.2K	0.67%	60
2014 Q4	$1.05M	Buy	24,634 +839	+4%	+$37.1K	0.72%	44
2014 Q3	$1.06M	Buy	23,795 +177	+0.7%	+$8.13K	0.76%	31
2014 Q2	$1.05M	Buy	23,618 +173	+0.7%	+$7.52K	0.74%	32
2014 Q1	$990K	Sell	23,445 -3,348	-12%	-$135K	0.66%	38
2013 Q4	$1.12M	Sell	26,793 -4,859	-15%	-$200K	0.58%	49
2013 Q3	$1.24M	Buy	31,652 +5,618	+22%	+$210K	0.43%	91
2013 Q2	$905K	Buy	+26,034	New	+$977K	0.32%	143

Other funds holding CM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return