Loring Wolcott & Coolidge Fiduciary Advisors’s Canadian Imperial Bank of Commerce CM Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2017 Q3	–	Sell	-62	Closed	-$3K	–	802
2017 Q2	$3K	Buy	+62	New	+$2.5K	﹤0.01%	605
2015 Q2	–	Sell	-200	Closed	-$7K	–	614
2015 Q1	$7K	Sell	200 -2	-1%	-$74	﹤0.01%	580
2014 Q4	$9K	Hold	202	–	–	﹤0.01%	562
2014 Q3	$9K	Sell	202 -2	-1%	-$92	﹤0.01%	541
2014 Q2	$9K	Buy	+204	New	+$8.87K	﹤0.01%	561

Other funds holding CM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CM Position: Q3 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Canadian Imperial Bank of Commerce (CM) in Q3 2017, closing a stake of 62 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CM in Q2 2014 and held it in 5 quarters. The position peaked at $9K in Q4 2014. 359 funds tracked by Wall St. Rank hold CM as of Q3 2017.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Canadian Imperial Bank of Commerce position as of Q3 2017 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 62 Canadian Imperial Bank of Commerce shares in Q3 2017, an estimated $3K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Canadian Imperial Bank of Commerce in Q2 2014 and held it in 5 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Canadian Imperial Bank of Commerce position peaked at $9K in Q4 2014.
359 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q3 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2017, filed 27 Oct 2017.