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Johnson Financial Group Inc (Wisconsin)’s Commerce Bancshares CBSH Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2019
Q4 		– Sell
-307
Closed -$13K – 526
2019
Q3 		$13K Hold
307
– – ﹤0.01% 432
2019
Q2 		$13K Hold
307
– – ﹤0.01% 442
2019
Q1 		$13K Hold
307
– – ﹤0.01% 419
2018
Q4 		$12K Hold
307
– – ﹤0.01% 417
2018
Q3 		$14K Hold
307
– – ﹤0.01% 422
2018
Q2 		$13K Hold
307
– – ﹤0.01% 436
2018
Q1 		$12K Hold
307
– – ﹤0.01% 447
2017
Q4 		$12K Sell
307
-2
-0.6% -$75 ﹤0.01% 470
2017
Q3 		$11K Hold
309
– – ﹤0.01% 453
2017
Q2 		$11K Sell
309
-985
-76% -$35.2K ﹤0.01% 464
2017
Q1 		$47K Hold
1,294
– – 0.01% 402
2016
Q4 		$49K Buy
1,294
+491
+61% +$16.6K 0.01% 401
2016
Q3 		$24K Sell
803
-637
-44% -$19K ﹤0.01% 475
2016
Q2 		$42K Buy
1,440
+310
+27% +$8.94K 0.01% 463
2016
Q1 		$31K Sell
1,130
-426
-27% -$11K 0.01% 435
2015
Q4 		$41K Sell
1,556
-6,520
-81% -$176K 0.01% 407
2015
Q3 		$215K Buy
8,076
+308
+4% +$8.27K 0.05% 238
2015
Q2 		$212K Hold
7,768
– – 0.04% 246
2015
Q1 		$192K Sell
7,768
-1,015
-12% -$24.8K 0.04% 271
2014
Q4 		$223K Buy
8,783
+1,964
+29% +$48.9K 0.05% 231
2014
Q3 		$169K Buy
6,819
+494
+8% +$12.6K 0.04% 252
2014
Q2 		$164K Buy
6,325
+3,491
+123% +$86.3K 0.04% 262
2014
Q1 		$73K Buy
2,834
+180
+7% +$4.47K 0.02% 314
2013
Q4 		$66K Buy
+2,654
New +$65K 0.02% 328
2013
Q3 		– Sell
-8,308
Closed -$192K – 677
2013
Q2 		$192K Buy
+8,308
New +$183K 0.05% 216

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s CBSH Position: Q4 2019 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Commerce Bancshares (CBSH) in Q4 2019, closing a stake of 307 shares — an estimated $13K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in CBSH in Q2 2013 and held it in 25 quarters. The position peaked at $223K in Q4 2014. 364 funds tracked by Wall St. Rank hold CBSH as of Q4 2019.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Commerce Bancshares position as of Q4 2019 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 307 Commerce Bancshares shares in Q4 2019, an estimated $13K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Commerce Bancshares in Q2 2013 and held it in 25 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Commerce Bancshares position peaked at $223K in Q4 2014.
  • 364 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2019.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2019, filed 14 Feb 2020.