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

Gupta 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
2016
Q1 		$112K Buy
3,000
+460
+18% +$15.3K 0.03% 312
2015
Q4 		$84K Sell
2,540
-898
-26% -$32.9K 0.02% 349
2015
Q3 		$124K Buy
+3,438
New +$122K 0.03% 316

Other funds holding CM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

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

Gupta Wealth Management increased its Canadian Imperial Bank of Commerce (CM) stake by 18% in Q1 2016, buying an estimated $15.3K and bringing the position to 3,000 shares worth $112K. The position accounts for 0.03% of the portfolio, ranked #312.

Gupta Wealth Management first reported a position in CM in Q3 2015 and has held it in 3 quarters since. The position peaked at $124K in Q3 2015. 240 funds tracked by Wall St. Rank hold CM as of Q1 2016.

  • Gupta Wealth Management held 3,000 shares of Canadian Imperial Bank of Commerce worth $112K as of Q1 2016.
  • Gupta Wealth Management bought 460 Canadian Imperial Bank of Commerce shares in Q1 2016, an estimated $15.3K.
  • Canadian Imperial Bank of Commerce made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #312 holding.
  • Gupta Wealth Management first reported a position in Canadian Imperial Bank of Commerce in Q3 2015 and has held it in 3 quarters since.
  • Gupta Wealth Management's Canadian Imperial Bank of Commerce position peaked at $124K in Q3 2015.
  • 240 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q1 2016.

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