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Cypress Wealth Advisors’s Canadian Imperial Bank of Commerce CM Stock Holding History

Cypress Wealth Advisors’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
2016
Q1 		– Sell
-10,814
Closed -$356K – 206
2015
Q4 		$356K Buy
10,814
+60
+0.6% +$2.2K 0.18% 110
2015
Q3 		$387K Buy
+10,754
New +$380K 0.21% 107

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 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Cypress Wealth Advisors's CM Position: Q1 2016 in Review

Cypress Wealth Advisors sold out of Canadian Imperial Bank of Commerce (CM) in Q1 2016, closing a stake of 10,814 shares — an estimated $356K sold.

Cypress Wealth Advisors first reported a position in CM in Q3 2015 and held it in 2 quarters. The position peaked at $387K in Q3 2015. 240 funds tracked by Wall St. Rank hold CM as of Q1 2016.

  • Cypress Wealth Advisors reported no remaining Canadian Imperial Bank of Commerce position as of Q1 2016 after selling out during the quarter.
  • Cypress Wealth Advisors sold 10,814 Canadian Imperial Bank of Commerce shares in Q1 2016, an estimated $356K.
  • Cypress Wealth Advisors first reported a position in Canadian Imperial Bank of Commerce in Q3 2015 and held it in 2 quarters.
  • Cypress Wealth Advisors's Canadian Imperial Bank of Commerce position peaked at $387K in Q3 2015.
  • 240 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q1 2016.

Based on Cypress Wealth Advisors's 13F filing for Q1 2016, filed 12 May 2016.