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JOYN Advisors’s Commerce Bancshares CBSH Stock Holding History

JOYN 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
2019
Q1 		– Sell
-284
Closed -$11K – 314
2018
Q4 		$11K Buy
284
+157
+124% +$6.73K ﹤0.01% 917
2018
Q3 		$6K Buy
127
+12
+10% +$560 ﹤0.01% 1116
2018
Q2 		$5K Buy
+115
New +$5K ﹤0.01% 1114

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
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JOYN Advisors's CBSH Position: Q1 2019 in Review

JOYN Advisors sold out of Commerce Bancshares (CBSH) in Q1 2019, closing a stake of 284 shares — an estimated $11K sold.

JOYN Advisors first reported a position in CBSH in Q2 2018 and held it in 3 quarters. The position peaked at $11K in Q4 2018. 365 funds tracked by Wall St. Rank hold CBSH as of Q1 2019.

  • JOYN Advisors reported no remaining Commerce Bancshares position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 284 Commerce Bancshares shares in Q1 2019, an estimated $11K.
  • JOYN Advisors first reported a position in Commerce Bancshares in Q2 2018 and held it in 3 quarters.
  • JOYN Advisors's Commerce Bancshares position peaked at $11K in Q4 2018.
  • 365 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.