Concert Wealth Management’s Commerce Bancshares CBSH Stock Holding History

Concert Wealth Management’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
2015 Q1	–	Sell	-12,468	Closed	-$316K	–	504
2014 Q4	$316K	Buy	12,468 +174	+1%	+$4.33K	0.05%	444
2014 Q3	$305K	Hold	12,294	–	–	0.04%	387
2014 Q2	$316K	Hold	12,294	–	–	0.04%	398
2014 Q1	$313K	Buy	12,294 +145	+1%	+$3.6K	0.04%	397
2013 Q4	$303K	Sell	12,149 -604	-5%	-$14.8K	0.04%	375
2013 Q3	$296K	Hold	12,753	–	–	0.04%	372
2013 Q2	$294K	Buy	+12,753	New	+$281K	0.04%	344

Other funds holding CBSH

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Concert Wealth Management's CBSH Position: Q1 2015 in Review

Concert Wealth Management sold out of Commerce Bancshares (CBSH) in Q1 2015, closing a stake of 12,468 shares — an estimated $316K sold.

Concert Wealth Management first reported a position in CBSH in Q2 2013 and held it in 7 quarters. The position peaked at $316K in Q4 2014. 234 funds tracked by Wall St. Rank hold CBSH as of Q1 2015.

Concert Wealth Management reported no remaining Commerce Bancshares position as of Q1 2015 after selling out during the quarter.
Concert Wealth Management sold 12,468 Commerce Bancshares shares in Q1 2015, an estimated $316K.
Concert Wealth Management first reported a position in Commerce Bancshares in Q2 2013 and held it in 7 quarters.
Concert Wealth Management's Commerce Bancshares position peaked at $316K in Q4 2014.
234 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2015.

Based on Concert Wealth Management's 13F filing for Q1 2015, filed 27 Apr 2015.