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JNBA Financial Advisors’s Commerce Bancshares CBSH Stock Holding History

JNBA Financial Advisors’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
Q4 		– Sell
-705
Closed -$21K – 620
2016
Q3 		$21K Buy
+705
New +$21K ﹤0.01% 790
2016
Q2 		– Sell
-8
Closed – – 513
2016
Q1 		$0 Hold
8
– – ﹤0.01% 543
2015
Q4 		$0 Sell
8
-1
-11% -$27 ﹤0.01% 524
2015
Q3 		$0 Hold
9
– – ﹤0.01% 528
2015
Q2 		$0 Hold
9
– – ﹤0.01% 525
2015
Q1 		$0 Hold
9
– – ﹤0.01% 535
2014
Q4 		$0 Buy
+9
New +$224 ﹤0.01% 558

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JNBA Financial Advisors's CBSH Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Commerce Bancshares (CBSH) in Q4 2016, closing a stake of 705 shares — an estimated $21K sold.

JNBA Financial Advisors first reported a position in CBSH in Q4 2014 and held it in 7 quarters. The position peaked at $21K in Q3 2016. 308 funds tracked by Wall St. Rank hold CBSH as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Commerce Bancshares position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 705 Commerce Bancshares shares in Q4 2016, an estimated $21K.
  • JNBA Financial Advisors first reported a position in Commerce Bancshares in Q4 2014 and held it in 7 quarters.
  • JNBA Financial Advisors's Commerce Bancshares position peaked at $21K in Q3 2016.
  • 308 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.