Palisades Hudson Asset Management’s Commerce Bancshares CBSH Stock Holding History

Palisades Hudson Asset 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	-5,655	Closed	-$227K	–	102
2018 Q4	$227K	Sell	5,655 -1	-0%	-$43	0.13%	102
2018 Q3	$253K	Hold	5,656	–	–	0.13%	101
2018 Q2	$248K	Hold	5,656	–	–	0.13%	96
2018 Q1	$229K	Hold	5,656	–	–	0.12%	104
2017 Q4	$214K	Hold	5,656	–	–	0.12%	104
2017 Q3	$211K	Hold	5,656	–	–	0.12%	101
2017 Q2	$207K	Hold	5,656	–	–	0.12%	110
2017 Q1	$205K	Hold	5,656	–	–	0.13%	96
2016 Q4	$211K	Buy	+5,656	New	+$191K	0.13%	90

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

Palisades Hudson Asset Management's CBSH Position: Q1 2019 in Review

Palisades Hudson Asset Management sold out of Commerce Bancshares (CBSH) in Q1 2019, closing a stake of 5,655 shares — an estimated $227K sold.

Palisades Hudson Asset Management first reported a position in CBSH in Q4 2016 and held it in 9 quarters. The position peaked at $253K in Q3 2018. 365 funds tracked by Wall St. Rank hold CBSH as of Q1 2019.

Palisades Hudson Asset Management reported no remaining Commerce Bancshares position as of Q1 2019 after selling out during the quarter.
Palisades Hudson Asset Management sold 5,655 Commerce Bancshares shares in Q1 2019, an estimated $227K.
Palisades Hudson Asset Management first reported a position in Commerce Bancshares in Q4 2016 and held it in 9 quarters.
Palisades Hudson Asset Management's Commerce Bancshares position peaked at $253K in Q3 2018.
365 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2019.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2019, filed 23 Apr 2019.