First Heartland Consultants’s Canadian Imperial Bank of Commerce CM Stock Holding History

First Heartland Consultants’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
2017 Q4	–	Sell	-11,196	Closed	-$490K	–	280
2017 Q3	$490K	Buy	11,196 +890	+9%	+$38.1K	0.12%	219
2017 Q2	$418K	Buy	+10,306	New	+$416K	0.11%	224

Other funds holding CM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

First Heartland Consultants's CM Position: Q4 2017 in Review

First Heartland Consultants sold out of Canadian Imperial Bank of Commerce (CM) in Q4 2017, closing a stake of 11,196 shares — an estimated $490K sold.

First Heartland Consultants first reported a position in CM in Q2 2017 and held it in 2 quarters. The position peaked at $490K in Q3 2017. 387 funds tracked by Wall St. Rank hold CM as of Q4 2017.

First Heartland Consultants reported no remaining Canadian Imperial Bank of Commerce position as of Q4 2017 after selling out during the quarter.
First Heartland Consultants sold 11,196 Canadian Imperial Bank of Commerce shares in Q4 2017, an estimated $490K.
First Heartland Consultants first reported a position in Canadian Imperial Bank of Commerce in Q2 2017 and held it in 2 quarters.
First Heartland Consultants's Canadian Imperial Bank of Commerce position peaked at $490K in Q3 2017.
387 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q4 2017.

Based on First Heartland Consultants's 13F filing for Q4 2017, filed 26 Feb 2018.