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Checchi Capital Advisers’s Commerce Bancshares CBSH Stock Holding History

Checchi Capital Advisers’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
2016
Q3 		– Sell
-1,197
Closed -$35K – 525
2016
Q2 		$35K Sell
1,197
-492
-29% -$14.2K ﹤0.01% 985
2016
Q1 		$47K Buy
+1,689
New +$43.7K 0.01% 846

Other funds holding CBSH

CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Checchi Capital Advisers's CBSH Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Commerce Bancshares (CBSH) in Q3 2016, closing a stake of 1,197 shares — an estimated $35K sold.

Checchi Capital Advisers first reported a position in CBSH in Q1 2016 and held it in 2 quarters. The position peaked at $47K in Q1 2016. 280 funds tracked by Wall St. Rank hold CBSH as of Q3 2016.

  • Checchi Capital Advisers reported no remaining Commerce Bancshares position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 1,197 Commerce Bancshares shares in Q3 2016, an estimated $35K.
  • Checchi Capital Advisers first reported a position in Commerce Bancshares in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's Commerce Bancshares position peaked at $47K in Q1 2016.
  • 280 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.