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Mosaic Family Wealth’s Commerce Bancshares CBSH Stock Holding History

Mosaic Family Wealth’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
Q2 		– Sell
-2,419
Closed -$100K – 235
2019
Q1 		$100K Hold
2,419
– – 0.04% 232
2018
Q4 		$97K Buy
2,419
+33
+1% +$1.41K 0.04% 228
2018
Q3 		$107K Buy
2,386
+1,745
+272% +$81.4K 0.04% 213
2018
Q2 		$28K Buy
641
+248
+63% +$10.8K 0.01% 400
2018
Q1 		$16K Buy
393
+392
+39,200% +$15.6K 0.01% 457
2017
Q4 		$0 Sell
1
-5,266
-100% -$196K ﹤0.01% 710
2017
Q3 		$196K Buy
5,267
+152
+3% +$5.52K 0.08% 191
2017
Q2 		$187K Buy
5,115
+281
+6% +$10K 0.08% 184
2017
Q1 		$175K Buy
4,834
+138
+3% +$5.09K 0.08% 188
2016
Q4 		$175K Sell
4,696
-10
-0.2% -$337 0.08% 176
2016
Q3 		$142K Buy
4,706
+474
+11% +$14.1K 0.07% 208
2016
Q2 		$125K Buy
4,232
+919
+28% +$26.5K 0.06% 207
2016
Q1 		$91K Buy
3,313
+1,124
+51% +$29.1K 0.04% 257
2015
Q4 		$57K Buy
+2,189
New +$59K 0.03% 302

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mosaic Family Wealth's CBSH Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Commerce Bancshares (CBSH) in Q2 2019, closing a stake of 2,419 shares — an estimated $100K sold.

Mosaic Family Wealth first reported a position in CBSH in Q4 2015 and held it in 14 quarters. The position peaked at $196K in Q3 2017. 352 funds tracked by Wall St. Rank hold CBSH as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Commerce Bancshares position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 2,419 Commerce Bancshares shares in Q2 2019, an estimated $100K.
  • Mosaic Family Wealth first reported a position in Commerce Bancshares in Q4 2015 and held it in 14 quarters.
  • Mosaic Family Wealth's Commerce Bancshares position peaked at $196K in Q3 2017.
  • 352 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.