CFA
CM icon

Carroll Financial Associates’s Canadian Imperial Bank of Commerce CM Stock Holding History

Carroll Financial Associates’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
2014
Q3 		– Sell
-531
Closed -$24K – 848
2014
Q2 		$24K Buy
+531
New +$23.1K 0.01% 440

Other funds holding CM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
CIBC Asset Management
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Carroll Financial Associates's CM Position: Q3 2014 in Review

Carroll Financial Associates sold out of Canadian Imperial Bank of Commerce (CM) in Q3 2014, closing a stake of 531 shares — an estimated $24K sold.

Carroll Financial Associates first reported a position in CM in Q2 2014 and held it in 1 quarter. The position peaked at $24K in Q2 2014. 235 funds tracked by Wall St. Rank hold CM as of Q3 2014.

  • Carroll Financial Associates reported no remaining Canadian Imperial Bank of Commerce position as of Q3 2014 after selling out during the quarter.
  • Carroll Financial Associates sold 531 Canadian Imperial Bank of Commerce shares in Q3 2014, an estimated $24K.
  • Carroll Financial Associates first reported a position in Canadian Imperial Bank of Commerce in Q2 2014 and held it in 1 quarter.
  • Carroll Financial Associates's Canadian Imperial Bank of Commerce position peaked at $24K in Q2 2014.
  • 235 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q3 2014.

Based on Carroll Financial Associates's 13F filing for Q3 2014, filed 13 Nov 2014.