Merriman Wealth Management’s Commerce Bancshares CBSH Stock Holding History

Merriman 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
2019 Q1	–	Sell	-4,006	Closed	-$165K	–	208
2018 Q4	$165K	Sell	4,006 -1,199	-23%	-$51.4K	0.04%	157
2018 Q3	$233K	Hold	5,205	–	–	0.05%	157
2018 Q2	$228K	Hold	5,205	–	–	0.05%	151
2018 Q1	$211K	Buy	+5,205	New	+$207K	0.06%	171
2017 Q4	–	Sell	-6,536	Closed	-$243K	–	167
2017 Q3	$243K	Sell	6,536 -779	-11%	-$28.3K	0.06%	141
2017 Q2	$268K	Buy	7,315 +779	+12%	+$27.8K	0.07%	100
2017 Q1	$237K	Sell	6,536 -3,177	-33%	-$117K	0.06%	121
2016 Q4	$362K	Sell	9,713 -1,631	-14%	-$55K	0.1%	106
2016 Q3	$343K	Hold	11,344	–	–	0.07%	114
2016 Q2	$334K	Hold	11,344	–	–	0.09%	92
2016 Q1	$313K	Hold	11,344	–	–	0.29%	44
2015 Q4	$290K	Sell	11,344 -2	-0%	-$54	0.42%	31
2015 Q3	$302K	Sell	11,346 -382	-3%	-$10.3K	0.17%	37
2015 Q2	$327K	Hold	11,728	–	–	0.65%	23
2015 Q1	$291K	Hold	11,728	–	–	0.3%	38
2014 Q4	$285K	Sell	11,728 -1	-0%	-$25	0.41%	32
2014 Q3	$298K	Buy	+11,729	New	+$299K	0.39%	32

Other funds holding CBSH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Merriman Wealth Management's CBSH Position: Q1 2019 in Review

Merriman Wealth Management sold out of Commerce Bancshares (CBSH) in Q1 2019, closing a stake of 4,006 shares — an estimated $165K sold.

Merriman Wealth Management first reported a position in CBSH in Q3 2014 and held it in 17 quarters. The position peaked at $362K in Q4 2016. 365 funds tracked by Wall St. Rank hold CBSH as of Q1 2019.

Merriman Wealth Management reported no remaining Commerce Bancshares position as of Q1 2019 after selling out during the quarter.
Merriman Wealth Management sold 4,006 Commerce Bancshares shares in Q1 2019, an estimated $165K.
Merriman Wealth Management first reported a position in Commerce Bancshares in Q3 2014 and held it in 17 quarters.
Merriman Wealth Management's Commerce Bancshares position peaked at $362K in Q4 2016.
365 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2019.

Based on Merriman Wealth Management's 13F filing for Q1 2019, filed 23 Apr 2019.