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MPS Loria Financial Planners’s Canadian Imperial Bank of Commerce CM Stock Holding History

MPS Loria Financial Planners’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
2017
Q3 		– Sell
-1,612
Closed -$68K – 131
2017
Q2 		$68K Buy
+1,612
New +$65.1K 0.05% 130

Other funds holding CM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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 $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

MPS Loria Financial Planners's CM Position: Q3 2017 in Review

MPS Loria Financial Planners sold out of Canadian Imperial Bank of Commerce (CM) in Q3 2017, closing a stake of 1,612 shares — an estimated $68K sold.

MPS Loria Financial Planners first reported a position in CM in Q2 2017 and held it in 1 quarter. The position peaked at $68K in Q2 2017. 359 funds tracked by Wall St. Rank hold CM as of Q3 2017.

  • MPS Loria Financial Planners reported no remaining Canadian Imperial Bank of Commerce position as of Q3 2017 after selling out during the quarter.
  • MPS Loria Financial Planners sold 1,612 Canadian Imperial Bank of Commerce shares in Q3 2017, an estimated $68K.
  • MPS Loria Financial Planners first reported a position in Canadian Imperial Bank of Commerce in Q2 2017 and held it in 1 quarter.
  • MPS Loria Financial Planners's Canadian Imperial Bank of Commerce position peaked at $68K in Q2 2017.
  • 359 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q3 2017.

Based on MPS Loria Financial Planners's 13F filing for Q3 2017, filed 24 Oct 2017.