Old Mutual Customised Solutions’s Commerce Bancshares CBSH Stock Holding History

Old Mutual Customised Solutions’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
2017 Q1	–	Sell	-5,577	Closed	-$208K	–	789
2016 Q4	$208K	Buy	5,577 +3,303	+145%	+$111K	0.04%	492
2016 Q3	$69K	Sell	2,274 -5,050	-69%	-$151K	0.02%	638
2016 Q2	$215K	Hold	7,324	–	–	0.05%	402
2016 Q1	$202K	Hold	7,324	–	–	0.05%	417
2015 Q4	$191K	Hold	7,324	–	–	0.05%	425
2015 Q3	$195K	Hold	7,324	–	–	0.05%	416
2015 Q2	$200K	Hold	7,324	–	–	0.05%	456
2015 Q1	$181K	Hold	7,324	–	–	0.04%	474
2014 Q4	$186K	Sell	7,324 -1	-0%	-$25	0.05%	426
2014 Q3	$182K	Hold	7,325	–	–	0.05%	399
2014 Q2	$190K	Hold	7,325	–	–	0.05%	448
2014 Q1	$189K	Hold	7,325	–	–	0.05%	424
2013 Q4	$183K	Sell	7,325 -1	-0%	-$25	0.05%	416
2013 Q3	$170K	Sell	7,326 -1,267	-15%	-$30.1K	0.05%	407
2013 Q2	$198K	Buy	+8,593	New	+$190K	0.06%	340

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Old Mutual Customised Solutions's CBSH Position: Q1 2017 in Review

Old Mutual Customised Solutions sold out of Commerce Bancshares (CBSH) in Q1 2017, closing a stake of 5,577 shares — an estimated $208K sold.

Old Mutual Customised Solutions first reported a position in CBSH in Q2 2013 and held it in 15 quarters. The position peaked at $215K in Q2 2016. 301 funds tracked by Wall St. Rank hold CBSH as of Q1 2017.

Old Mutual Customised Solutions reported no remaining Commerce Bancshares position as of Q1 2017 after selling out during the quarter.
Old Mutual Customised Solutions sold 5,577 Commerce Bancshares shares in Q1 2017, an estimated $208K.
Old Mutual Customised Solutions first reported a position in Commerce Bancshares in Q2 2013 and held it in 15 quarters.
Old Mutual Customised Solutions's Commerce Bancshares position peaked at $215K in Q2 2016.
301 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2017.

Based on Old Mutual Customised Solutions's 13F filing for Q1 2017, filed 16 May 2017.