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Doyle Wealth Management’s Commerce Bancshares CBSH Stock Holding History

Doyle 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
2019
Q3 		– Sell
-287
Closed -$12K – 281
2019
Q2 		$12K Buy
+287
New +$12.1K ﹤0.01% 589
2019
Q1 		– Sell
-287
Closed -$11K – 269
2018
Q4 		$11K Buy
+287
New +$12.3K ﹤0.01% 602

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

Doyle Wealth Management's CBSH Position: Q3 2019 in Review

Doyle Wealth Management sold out of Commerce Bancshares (CBSH) in Q3 2019, closing a stake of 287 shares — an estimated $12K sold.

Doyle Wealth Management first reported a position in CBSH in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q2 2019. 344 funds tracked by Wall St. Rank hold CBSH as of Q3 2019.

  • Doyle Wealth Management reported no remaining Commerce Bancshares position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 287 Commerce Bancshares shares in Q3 2019, an estimated $12K.
  • Doyle Wealth Management first reported a position in Commerce Bancshares in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Commerce Bancshares position peaked at $12K in Q2 2019.
  • 344 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.