Mark Sheptoff Financial Planning’s Canadian Imperial Bank of Commerce CM Stock Holding History

Mark Sheptoff Financial Planning’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
2019 Q1	–	Sell	-800	Closed	-$30K	–	352
2018 Q4	$30K	Hold	800	–	–	0.02%	165
2018 Q3	$38K	Hold	800	–	–	0.03%	189
2018 Q2	$35K	Hold	800	–	–	0.03%	187
2018 Q1	$35K	Buy	+800	New	+$37.5K	0.02%	186
2015 Q1	–	Sell	-1,011	Closed	-$43K	–	336
2014 Q4	$43K	Hold	1,011	–	–	0.04%	176
2014 Q3	$45K	Sell	1,011 -10	-1%	-$459	0.04%	174
2014 Q2	$45K	Hold	1,021	–	–	0.04%	180
2014 Q1	$43K	Buy	+1,021	New	+$41.1K	0.04%	190

Other funds holding CM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Mark Sheptoff Financial Planning's CM Position: Q1 2019 in Review

Mark Sheptoff Financial Planning sold out of Canadian Imperial Bank of Commerce (CM) in Q1 2019, closing a stake of 800 shares — an estimated $30K sold.

Mark Sheptoff Financial Planning first reported a position in CM in Q1 2014 and held it in 8 quarters. The position peaked at $45K in Q3 2014. 394 funds tracked by Wall St. Rank hold CM as of Q1 2019.

Mark Sheptoff Financial Planning reported no remaining Canadian Imperial Bank of Commerce position as of Q1 2019 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 800 Canadian Imperial Bank of Commerce shares in Q1 2019, an estimated $30K.
Mark Sheptoff Financial Planning first reported a position in Canadian Imperial Bank of Commerce in Q1 2014 and held it in 8 quarters.
Mark Sheptoff Financial Planning's Canadian Imperial Bank of Commerce position peaked at $45K in Q3 2014.
394 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q1 2019.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2019, filed 10 May 2019.