Capital Advisors Ltd’s Canadian Imperial Bank of Commerce CM Stock Holding History

Capital Advisors Ltd’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
2016 Q4	–	Sell	-982	Closed	-$38K	–	390
2016 Q3	$38K	Hold	982	–	–	0.02%	209
2016 Q2	$37K	Hold	982	–	–	0.02%	207
2016 Q1	$37K	Hold	982	–	–	0.02%	208
2015 Q4	$32K	Hold	982	–	–	0.02%	210
2015 Q3	$35K	Hold	982	–	–	0.02%	202
2015 Q2	$36K	Hold	982	–	–	0.02%	209
2015 Q1	$36K	Sell	982 -11	-1%	-$408	0.02%	202
2014 Q4	$42K	Hold	993	–	–	0.02%	186
2014 Q3	$44K	Sell	993 -9	-0.9%	-$413	0.03%	185
2014 Q2	$45K	Hold	1,002	–	–	0.03%	189
2014 Q1	$42K	Buy	+1,002	New	+$40.4K	0.02%	190

Other funds holding CM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

IGIM

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

Capital Advisors Ltd's CM Position: Q4 2016 in Review

Capital Advisors Ltd sold out of Canadian Imperial Bank of Commerce (CM) in Q4 2016, closing a stake of 982 shares — an estimated $38K sold.

Capital Advisors Ltd first reported a position in CM in Q1 2014 and held it in 11 quarters. The position peaked at $45K in Q2 2014. 280 funds tracked by Wall St. Rank hold CM as of Q4 2016.

Capital Advisors Ltd reported no remaining Canadian Imperial Bank of Commerce position as of Q4 2016 after selling out during the quarter.
Capital Advisors Ltd sold 982 Canadian Imperial Bank of Commerce shares in Q4 2016, an estimated $38K.
Capital Advisors Ltd first reported a position in Canadian Imperial Bank of Commerce in Q1 2014 and held it in 11 quarters.
Capital Advisors Ltd's Canadian Imperial Bank of Commerce position peaked at $45K in Q2 2014.
280 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q4 2016.

Based on Capital Advisors Ltd's 13F filing for Q4 2016, filed 20 Jan 2017.