MinichMacGregor Wealth Management’s Commerce Bancshares CBSH Stock Holding History

MinichMacGregor 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
2018 Q3	–	Sell	-43	Closed	-$1K	–	526
2018 Q2	$1K	Hold	43	–	–	﹤0.01%	470
2018 Q1	$1K	Hold	43	–	–	﹤0.01%	451
2017 Q4	$1K	Hold	43	–	–	﹤0.01%	441
2017 Q3	$1K	Hold	43	–	–	﹤0.01%	418
2017 Q2	$1K	Hold	43	–	–	﹤0.01%	411
2017 Q1	$1K	Hold	43	–	–	﹤0.01%	401
2016 Q4	$1K	Sell	43 -1	-2%	-$34	﹤0.01%	405
2016 Q3	$1K	Hold	44	–	–	﹤0.01%	401
2016 Q2	$1K	Hold	44	–	–	﹤0.01%	385
2016 Q1	$1K	Buy	+44	New	+$1.14K	﹤0.01%	373

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

MinichMacGregor Wealth Management's CBSH Position: Q3 2018 in Review

MinichMacGregor Wealth Management sold out of Commerce Bancshares (CBSH) in Q3 2018, closing a stake of 43 shares — an estimated $1K sold.

MinichMacGregor Wealth Management first reported a position in CBSH in Q1 2016 and held it in 10 quarters. The position peaked at $1K in Q2 2018. 362 funds tracked by Wall St. Rank hold CBSH as of Q3 2018.

MinichMacGregor Wealth Management reported no remaining Commerce Bancshares position as of Q3 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 43 Commerce Bancshares shares in Q3 2018, an estimated $1K.
MinichMacGregor Wealth Management first reported a position in Commerce Bancshares in Q1 2016 and held it in 10 quarters.
MinichMacGregor Wealth Management's Commerce Bancshares position peaked at $1K in Q2 2018.
362 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2018, filed 17 Oct 2018.