EWM
CBSH icon

Evercore Wealth Management’s Commerce Bancshares CBSH Stock Holding History

Evercore 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
2018
Q1 		– Sell
-315
Closed -$12K – 415
2017
Q4 		$12K Hold
315
– – ﹤0.01% 787
2017
Q3 		$12K Hold
315
– – ﹤0.01% 771
2017
Q2 		$12K Hold
315
– – ﹤0.01% 791
2017
Q1 		$11K Hold
315
– – ﹤0.01% 816
2016
Q4 		$12K Sell
315
-1
-0.3% -$34 ﹤0.01% 813
2016
Q3 		$10K Hold
316
– – ﹤0.01% 866
2016
Q2 		$9K Buy
+316
New +$9.12K ﹤0.01% 860

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Evercore Wealth Management's CBSH Position: Q1 2018 in Review

Evercore Wealth Management sold out of Commerce Bancshares (CBSH) in Q1 2018, closing a stake of 315 shares — an estimated $12K sold.

Evercore Wealth Management first reported a position in CBSH in Q2 2016 and held it in 7 quarters. The position peaked at $12K in Q4 2017. 314 funds tracked by Wall St. Rank hold CBSH as of Q1 2018.

  • Evercore Wealth Management reported no remaining Commerce Bancshares position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 315 Commerce Bancshares shares in Q1 2018, an estimated $12K.
  • Evercore Wealth Management first reported a position in Commerce Bancshares in Q2 2016 and held it in 7 quarters.
  • Evercore Wealth Management's Commerce Bancshares position peaked at $12K in Q4 2017.
  • 314 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.