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Financial Architects (New Jersey)’s Commerce Bancshares CBSH Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-862
Closed -$24K – 316
2015
Q2 		$24K Hold
862
– – 0.01% 594
2015
Q1 		$21K Buy
+862
New +$21.1K 0.01% 565

Other funds holding CBSH

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Architects (New Jersey)'s CBSH Position: Q3 2015 in Review

Financial Architects (New Jersey) sold out of Commerce Bancshares (CBSH) in Q3 2015, closing a stake of 862 shares — an estimated $24K sold.

Financial Architects (New Jersey) first reported a position in CBSH in Q1 2015 and held it in 2 quarters. The position peaked at $24K in Q2 2015. 259 funds tracked by Wall St. Rank hold CBSH as of Q3 2015.

  • Financial Architects (New Jersey) reported no remaining Commerce Bancshares position as of Q3 2015 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 862 Commerce Bancshares shares in Q3 2015, an estimated $24K.
  • Financial Architects (New Jersey) first reported a position in Commerce Bancshares in Q1 2015 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Commerce Bancshares position peaked at $24K in Q2 2015.
  • 259 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2015.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2015, filed 13 Nov 2015.