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Donaldson Capital Management’s Commerce Bancshares CBSH Stock Holding History

Donaldson Capital 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
2019
Q3 		– Sell
-5,051
Closed -$214K – 199
2019
Q2 		$214K Buy
+5,051
New +$213K 0.02% 167
2018
Q4 		– Sell
-6,440
Closed -$288K – 172
2018
Q3 		$288K Buy
+6,440
New +$301K 0.03% 158

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Donaldson Capital Management's CBSH Position: Q3 2019 in Review

Donaldson Capital Management sold out of Commerce Bancshares (CBSH) in Q3 2019, closing a stake of 5,051 shares — an estimated $214K sold.

Donaldson Capital Management first reported a position in CBSH in Q3 2018 and held it in 2 quarters. The position peaked at $288K in Q3 2018. 344 funds tracked by Wall St. Rank hold CBSH as of Q3 2019.

  • Donaldson Capital Management reported no remaining Commerce Bancshares position as of Q3 2019 after selling out during the quarter.
  • Donaldson Capital Management sold 5,051 Commerce Bancshares shares in Q3 2019, an estimated $214K.
  • Donaldson Capital Management first reported a position in Commerce Bancshares in Q3 2018 and held it in 2 quarters.
  • Donaldson Capital Management's Commerce Bancshares position peaked at $288K in Q3 2018.
  • 344 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2019.

Based on Donaldson Capital Management's 13F filing for Q3 2019, filed 4 Nov 2019.