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Gupta Wealth Management’s Commerce Bancshares CBSH Stock Holding History

Gupta 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
2016
Q1 		$34K Sell
1,246
-898
-42% -$23.2K 0.01% 527
2015
Q4 		$56K Sell
2,144
-1
-0% -$27 0.01% 405
2015
Q3 		$57K Hold
2,145
– – 0.01% 423
2015
Q2 		$59K Buy
+2,145
New +$55.6K 0.01% 434

Other funds holding CBSH

CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Gupta Wealth Management's CBSH Position: Q1 2016 in Review

Gupta Wealth Management reduced its Commerce Bancshares (CBSH) stake by 42% in Q1 2016, selling an estimated $23.2K and leaving 1,246 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #527.

Gupta Wealth Management first reported a position in CBSH in Q2 2015 and has held it in 4 quarters since. The position peaked at $59K in Q2 2015. 262 funds tracked by Wall St. Rank hold CBSH as of Q1 2016.

  • Gupta Wealth Management held 1,246 shares of Commerce Bancshares worth $34K as of Q1 2016.
  • Gupta Wealth Management sold 898 Commerce Bancshares shares in Q1 2016, an estimated $23.2K.
  • Commerce Bancshares made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #527 holding.
  • Gupta Wealth Management first reported a position in Commerce Bancshares in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's Commerce Bancshares position peaked at $59K in Q2 2015.
  • 262 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.