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Evercore Wealth Management’s Canadian Imperial Bank of Commerce CM Stock Holding History

Evercore Wealth Management’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
2019
Q3 		– Sell
-10,612
Closed -$417K – 405
2019
Q2 		$417K Buy
10,612
+4,482
+73% +$181K 0.01% 300
2019
Q1 		$242K Buy
6,130
+446
+8% +$18.5K 0.01% 362
2018
Q4 		$212K Buy
5,684
+1,084
+24% +$46.1K 0.01% 352
2018
Q3 		$216K Buy
+4,600
New +$211K 0.01% 392
2018
Q1 		– Sell
-802
Closed -$39K – 426
2017
Q4 		$39K Buy
802
+600
+297% +$27.3K ﹤0.01% 617
2017
Q3 		$9K Sell
202
-8
-4% -$342 ﹤0.01% 801
2017
Q2 		$9K Sell
210
-206
-50% -$8.32K ﹤0.01% 832
2017
Q1 		$18K Hold
416
– – ﹤0.01% 768
2016
Q4 		$17K Buy
416
+102
+32% +$4K ﹤0.01% 769
2016
Q3 		$12K Sell
314
-96
-23% -$3.7K ﹤0.01% 848
2016
Q2 		$15K Hold
410
– – ﹤0.01% 798
2016
Q1 		$15K Buy
410
+246
+150% +$8.2K ﹤0.01% 761
2015
Q4 		$5K Sell
164
-246
-60% -$9.02K ﹤0.01% 912
2015
Q3 		$15K Hold
410
– – ﹤0.01% 785
2015
Q2 		$15K Sell
410
-232
-36% -$8.96K ﹤0.01% 838
2015
Q1 		$23K Buy
642
+242
+61% +$8.98K ﹤0.01% 762
2014
Q4 		$17K Hold
400
– – ﹤0.01% 685
2014
Q3 		$18K Buy
400
+110
+38% +$5.05K ﹤0.01% 753
2014
Q2 		$13K Buy
+290
New +$12.6K ﹤0.01% 798
2013
Q4 		– Sell
-96
Closed -$4K – 865
2013
Q3 		$4K Buy
+96
New +$3.59K ﹤0.01% 878

Other funds holding CM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Evercore Wealth Management's CM Position: Q3 2019 in Review

Evercore Wealth Management sold out of Canadian Imperial Bank of Commerce (CM) in Q3 2019, closing a stake of 10,612 shares — an estimated $417K sold.

Evercore Wealth Management first reported a position in CM in Q3 2013 and held it in 20 quarters. The position peaked at $417K in Q2 2019. 364 funds tracked by Wall St. Rank hold CM as of Q3 2019.

  • Evercore Wealth Management reported no remaining Canadian Imperial Bank of Commerce position as of Q3 2019 after selling out during the quarter.
  • Evercore Wealth Management sold 10,612 Canadian Imperial Bank of Commerce shares in Q3 2019, an estimated $417K.
  • Evercore Wealth Management first reported a position in Canadian Imperial Bank of Commerce in Q3 2013 and held it in 20 quarters.
  • Evercore Wealth Management's Canadian Imperial Bank of Commerce position peaked at $417K in Q2 2019.
  • 364 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q3 2019.

Based on Evercore Wealth Management's 13F filing for Q3 2019, filed 14 Nov 2019.