Kaizen Advisory’s Commerce Bancshares CBSH Stock Holding History

Kaizen Advisory’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
2018 Q3	–	Sell	-27,831	Closed	-$1.22M	–	577
2018 Q2	$1.22M	Buy	27,831 +20,863	+299%	+$907K	0.62%	33
2018 Q1	$283K	Buy	+6,968	New	+$277K	0.28%	47

Other funds holding CBSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kaizen Advisory's CBSH Position: Q3 2018 in Review

Kaizen Advisory sold out of Commerce Bancshares (CBSH) in Q3 2018, closing a stake of 27,831 shares — an estimated $1.22M sold.

Kaizen Advisory first reported a position in CBSH in Q1 2018 and held it in 2 quarters. The position peaked at $1.22M in Q2 2018. 362 funds tracked by Wall St. Rank hold CBSH as of Q3 2018.

Kaizen Advisory reported no remaining Commerce Bancshares position as of Q3 2018 after selling out during the quarter.
Kaizen Advisory sold 27,831 Commerce Bancshares shares in Q3 2018, an estimated $1.22M.
Kaizen Advisory first reported a position in Commerce Bancshares in Q1 2018 and held it in 2 quarters.
Kaizen Advisory's Commerce Bancshares position peaked at $1.22M in Q2 2018.
362 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2018.

Based on Kaizen Advisory's 13F filing for Q3 2018, filed 1 Nov 2018.