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Perigon Wealth Management’s Canadian Imperial Bank of Commerce CM Stock Holding History

Perigon Wealth Management’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
Q1 		– Sell
-192
Closed -$9K – 632
2016
Q4 		$9K Hold
192
– – ﹤0.01% 568
2016
Q3 		$8K Buy
+192
New +$7.39K ﹤0.01% 505

Other funds holding CM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Perigon Wealth Management's CM Position: Q1 2017 in Review

Perigon Wealth Management sold out of Canadian Imperial Bank of Commerce (CM) in Q1 2017, closing a stake of 192 shares — an estimated $9K sold.

Perigon Wealth Management first reported a position in CM in Q3 2016 and held it in 2 quarters. The position peaked at $9K in Q4 2016. 290 funds tracked by Wall St. Rank hold CM as of Q1 2017.

  • Perigon Wealth Management reported no remaining Canadian Imperial Bank of Commerce position as of Q1 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 192 Canadian Imperial Bank of Commerce shares in Q1 2017, an estimated $9K.
  • Perigon Wealth Management first reported a position in Canadian Imperial Bank of Commerce in Q3 2016 and held it in 2 quarters.
  • Perigon Wealth Management's Canadian Imperial Bank of Commerce position peaked at $9K in Q4 2016.
  • 290 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q1 2017.

Based on Perigon Wealth Management's 13F filing for Q1 2017, filed 6 Jun 2017.