Joel Isaacson & Co’s Canadian Imperial Bank of Commerce CM Stock Holding History

Joel Isaacson & Co’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
2015 Q4	–	Sell	-1,298	Closed	-$47K	–	751
2015 Q3	$47K	Hold	1,298	–	–	0.01%	347
2015 Q2	$48K	Hold	1,298	–	–	0.01%	366
2015 Q1	$47K	Buy	1,298 +483	+59%	+$17.9K	0.01%	361
2014 Q4	$35K	Buy	815 +477	+141%	+$21.1K	0.01%	364
2014 Q3	$15K	Buy	+338	New	+$15.5K	﹤0.01%	445
2014 Q2	–	Sell	-772	Closed	-$33K	–	578
2014 Q1	$33K	Buy	772 +384	+99%	+$15.5K	0.01%	348
2013 Q4	$16K	Buy	+388	New	+$16K	0.01%	395

Other funds holding CM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Joel Isaacson & Co's CM Position: Q4 2015 in Review

Joel Isaacson & Co sold out of Canadian Imperial Bank of Commerce (CM) in Q4 2015, closing a stake of 1,298 shares — an estimated $47K sold.

Joel Isaacson & Co first reported a position in CM in Q4 2013 and held it in 7 quarters. The position peaked at $48K in Q2 2015. 239 funds tracked by Wall St. Rank hold CM as of Q4 2015.

Joel Isaacson & Co reported no remaining Canadian Imperial Bank of Commerce position as of Q4 2015 after selling out during the quarter.
Joel Isaacson & Co sold 1,298 Canadian Imperial Bank of Commerce shares in Q4 2015, an estimated $47K.
Joel Isaacson & Co first reported a position in Canadian Imperial Bank of Commerce in Q4 2013 and held it in 7 quarters.
Joel Isaacson & Co's Canadian Imperial Bank of Commerce position peaked at $48K in Q2 2015.
239 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q4 2015.

Based on Joel Isaacson & Co's 13F filing for Q4 2015, filed 15 Jan 2016.