EisnerAmper Wealth Management Corporate Benefits’s Commerce Bancshares CBSH Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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 Q4	–	Sell	-25,910	Closed	-$690K	–	42
2015 Q3	$690K	Buy	25,910 +2,432	+10%	+$65.3K	0.49%	45
2015 Q2	$642K	Sell	23,478 -2,447	-9%	-$63.5K	0.49%	34
2015 Q1	$641K	Buy	25,925 +1,308	+5%	+$31.9K	0.49%	47
2014 Q4	$625K	Buy	+24,617	New	+$613K	0.5%	45

Other funds holding CBSH

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BTW

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

EisnerAmper Wealth Management Corporate Benefits's CBSH Position: Q4 2015 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of Commerce Bancshares (CBSH) in Q4 2015, closing a stake of 25,910 shares — an estimated $690K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in CBSH in Q4 2014 and held it in 4 quarters. The position peaked at $690K in Q3 2015. 266 funds tracked by Wall St. Rank hold CBSH as of Q4 2015.

EisnerAmper Wealth Management Corporate Benefits reported no remaining Commerce Bancshares position as of Q4 2015 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 25,910 Commerce Bancshares shares in Q4 2015, an estimated $690K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in Commerce Bancshares in Q4 2014 and held it in 4 quarters.
EisnerAmper Wealth Management Corporate Benefits's Commerce Bancshares position peaked at $690K in Q3 2015.
266 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2015.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2015, filed 4 Jan 2016.