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Epstein & White Financial’s Canadian Imperial Bank of Commerce CM Stock Holding History

Epstein & White Financial’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
2018
Q4 		– Sell
-5,650
Closed -$274K – 83
2018
Q3 		$274K Sell
5,650
-2,170
-28% -$99.7K 0.18% 65
2018
Q2 		$323K Sell
7,820
-562
-7% -$24.7K 0.24% 69
2018
Q1 		$353K Buy
8,382
+1,678
+25% +$78.7K 0.23% 70
2017
Q4 		$323K Buy
+6,704
New +$305K 0.19% 75

Other funds holding CM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Epstein & White Financial's CM Position: Q4 2018 in Review

Epstein & White Financial sold out of Canadian Imperial Bank of Commerce (CM) in Q4 2018, closing a stake of 5,650 shares — an estimated $274K sold.

Epstein & White Financial first reported a position in CM in Q4 2017 and held it in 4 quarters. The position peaked at $353K in Q1 2018. 390 funds tracked by Wall St. Rank hold CM as of Q4 2018.

  • Epstein & White Financial reported no remaining Canadian Imperial Bank of Commerce position as of Q4 2018 after selling out during the quarter.
  • Epstein & White Financial sold 5,650 Canadian Imperial Bank of Commerce shares in Q4 2018, an estimated $274K.
  • Epstein & White Financial first reported a position in Canadian Imperial Bank of Commerce in Q4 2017 and held it in 4 quarters.
  • Epstein & White Financial's Canadian Imperial Bank of Commerce position peaked at $353K in Q1 2018.
  • 390 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q4 2018.

Based on Epstein & White Financial's 13F filing for Q4 2018, filed 5 Feb 2019.