Chicago Partners Investment Group’s Canadian Imperial Bank of Commerce CM Stock Holding History

Chicago Partners Investment Group’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
2026 Q1	$224K	Buy	+2,065	New	+$197K	0.01%	1279
2019 Q1	–	Sell	-8,518	Closed	-$340K	–	318
2018 Q4	$340K	Sell	8,518 -8,518	-50%	-$362K	0.05%	243
2018 Q3	$729K	Buy	17,036 +8,518	+100%	+$391K	0.11%	147
2018 Q2	$370K	Hold	8,518	–	–	0.06%	210
2018 Q1	$376K	Hold	8,518	–	–	0.06%	191
2017 Q4	$415K	Sell	8,518 -220	-3%	-$10K	0.07%	183
2017 Q3	$382K	Buy	8,738 +220	+3%	+$9.42K	0.07%	188
2017 Q2	$346K	Buy	+8,518	New	+$344K	0.09%	137

Other funds holding CM

Royal Bank of Canada

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

Bank of Montreal

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management

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

Toronto Dominion Bank

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

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Bank of Nova Scotia

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return