CLA (CliftonLarsonAllen) Wealth Advisors’s Commerce Bancshares CBSH Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
2018 Q2	–	Sell	-26,918	Closed	-$1.09M	–	130
2018 Q1	$1.09M	Buy	26,918 +235	+0.9%	+$9.33K	0.11%	87
2017 Q4	$1.01M	Sell	26,683 -3	-0%	-$112	0.1%	85
2017 Q3	$994K	Hold	26,686	–	–	0.11%	94
2017 Q2	$978K	Hold	26,686	–	–	0.11%	92
2017 Q1	$966K	Buy	26,686 +22	+0.1%	+$811	0.11%	96
2016 Q4	$994K	Sell	26,664 -1	-0%	-$34	0.11%	87
2016 Q3	$806K	Sell	26,665 -50,497	-65%	-$1.51M	0.1%	96
2016 Q2	$2.27M	Buy	77,162 +521	+0.7%	+$15K	0.33%	46
2016 Q1	$2.12M	Buy	76,641 +13,653	+22%	+$353K	0.33%	49
2015 Q4	$1.65M	Hold	62,988	–	–	0.28%	61
2015 Q3	$1.68M	Hold	62,988	–	–	0.32%	57
2015 Q2	$1.72M	Buy	62,988 +37,796	+150%	+$981K	0.34%	42
2015 Q1	$623K	Hold	25,192	–	–	0.14%	75
2014 Q4	$641K	Hold	25,192	–	–	0.14%	68
2014 Q3	$626K	Sell	25,192 -37,798	-60%	-$964K	0.13%	65
2014 Q2	$1.63M	Hold	62,990	–	–	0.32%	45
2014 Q1	$1.63M	Hold	62,990	–	–	0.36%	44
2013 Q4	$1.57M	Hold	62,990	–	–	0.39%	44
2013 Q3	$1.46M	Buy	+62,990	New	+$1.5M	0.4%	46

Other funds holding CBSH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's CBSH Position: Q2 2018 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Commerce Bancshares (CBSH) in Q2 2018, closing a stake of 26,918 shares — an estimated $1.09M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in CBSH in Q3 2013 and held it in 19 quarters. The position peaked at $2.27M in Q2 2016. 336 funds tracked by Wall St. Rank hold CBSH as of Q2 2018.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Commerce Bancshares position as of Q2 2018 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 26,918 Commerce Bancshares shares in Q2 2018, an estimated $1.09M.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Commerce Bancshares in Q3 2013 and held it in 19 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's Commerce Bancshares position peaked at $2.27M in Q2 2016.
336 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2018.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2018, filed 23 Jul 2018.