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Dowling & Yahnke’s Commerce Bancshares CBSH Stock Holding History

Dowling & Yahnke’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
2014
Q3 		– Sell
-17,197
Closed -$445K – 260
2014
Q2 		$445K Hold
17,197
– – 0.06% 198
2014
Q1 		$445K Buy
+17,197
New +$427K 0.06% 204

Other funds holding CBSH

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dowling & Yahnke's CBSH Position: Q3 2014 in Review

Dowling & Yahnke sold out of Commerce Bancshares (CBSH) in Q3 2014, closing a stake of 17,197 shares — an estimated $445K sold.

Dowling & Yahnke first reported a position in CBSH in Q1 2014 and held it in 2 quarters. The position peaked at $445K in Q2 2014. 231 funds tracked by Wall St. Rank hold CBSH as of Q3 2014.

  • Dowling & Yahnke reported no remaining Commerce Bancshares position as of Q3 2014 after selling out during the quarter.
  • Dowling & Yahnke sold 17,197 Commerce Bancshares shares in Q3 2014, an estimated $445K.
  • Dowling & Yahnke first reported a position in Commerce Bancshares in Q1 2014 and held it in 2 quarters.
  • Dowling & Yahnke's Commerce Bancshares position peaked at $445K in Q2 2014.
  • 231 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2014.

Based on Dowling & Yahnke's 13F filing for Q3 2014, filed 22 Oct 2014.