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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Acadian Asset Management

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