Meritage Portfolio Management’s Canadian Imperial Bank of Commerce CM Stock Holding History

Meritage Portfolio Management’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
2015 Q3	–	Sell	-161,970	Closed	-$5.97M	–	198
2015 Q2	$5.97M	Sell	161,970 -670	-0.4%	-$25.9K	0.63%	50
2015 Q1	$5.9M	Buy	162,640 +62,399	+62%	+$2.32M	0.59%	59
2014 Q4	$4.26M	Buy	100,241 +3,477	+4%	+$154K	0.45%	121
2014 Q3	$4.3M	Buy	96,764 +751	+0.8%	+$34.5K	0.49%	112
2014 Q2	$4.28M	Buy	96,013 +5,829	+6%	+$253K	0.47%	125
2014 Q1	$3.81M	Buy	90,184 +2,797	+3%	+$113K	0.46%	127
2013 Q4	$3.66M	Buy	87,387 +1,204	+1%	+$49.5K	0.45%	119
2013 Q3	$3.37M	Buy	+86,183	New	+$3.22M	0.44%	121

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

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

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Meritage Portfolio Management's CM Position: Q3 2015 in Review

Meritage Portfolio Management sold out of Canadian Imperial Bank of Commerce (CM) in Q3 2015, closing a stake of 161,970 shares — an estimated $5.97M sold.

Meritage Portfolio Management first reported a position in CM in Q3 2013 and held it in 8 quarters. The position peaked at $5.97M in Q2 2015. 244 funds tracked by Wall St. Rank hold CM as of Q3 2015.

Meritage Portfolio Management reported no remaining Canadian Imperial Bank of Commerce position as of Q3 2015 after selling out during the quarter.
Meritage Portfolio Management sold 161,970 Canadian Imperial Bank of Commerce shares in Q3 2015, an estimated $5.97M.
Meritage Portfolio Management first reported a position in Canadian Imperial Bank of Commerce in Q3 2013 and held it in 8 quarters.
Meritage Portfolio Management's Canadian Imperial Bank of Commerce position peaked at $5.97M in Q2 2015.
244 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q3 2015.

Based on Meritage Portfolio Management's 13F filing for Q3 2015, filed 21 Oct 2015.