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Laird Norton Wetherby Wealth Management’s Commerce Bancshares CBSH Stock Holding History

Laird Norton Wetherby Wealth Management’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
Q4 		– Sell
-4,938
Closed -$221K – 646
2018
Q3 		$221K Sell
4,938
-4
-0.1% -$187 0.03% 597
2018
Q2 		$216K Sell
4,942
-15
-0.3% -$652 0.03% 581
2018
Q1 		$201K Buy
+4,957
New +$197K 0.03% 607
2016
Q1 		– Sell
-14,163
Closed -$370K – 488
2015
Q4 		$370K Buy
+14,163
New +$382K 0.09% 268

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
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's CBSH Position: Q4 2018 in Review

Laird Norton Wetherby Wealth Management sold out of Commerce Bancshares (CBSH) in Q4 2018, closing a stake of 4,938 shares — an estimated $221K sold.

Laird Norton Wetherby Wealth Management first reported a position in CBSH in Q4 2015 and held it in 4 quarters. The position peaked at $370K in Q4 2015. 360 funds tracked by Wall St. Rank hold CBSH as of Q4 2018.

  • Laird Norton Wetherby Wealth Management reported no remaining Commerce Bancshares position as of Q4 2018 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 4,938 Commerce Bancshares shares in Q4 2018, an estimated $221K.
  • Laird Norton Wetherby Wealth Management first reported a position in Commerce Bancshares in Q4 2015 and held it in 4 quarters.
  • Laird Norton Wetherby Wealth Management's Commerce Bancshares position peaked at $370K in Q4 2015.
  • 360 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2018.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2018, filed 30 Jan 2019.