Personal Wealth Partners’s Commerce Bancshares CBSH Stock Holding History

Personal Wealth Partners’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
2020 Q1	–	Sell	-7	Closed	–	–	144
2019 Q4	$0	Hold	7	–	–	﹤0.01%	524
2019 Q3	$0	Buy	+7	New	+$292	﹤0.01%	536

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Personal Wealth Partners's CBSH Position: Q1 2020 in Review

Personal Wealth Partners sold out of Commerce Bancshares (CBSH) in Q1 2020, closing a stake of 7 shares.

Personal Wealth Partners first reported a position in CBSH in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 352 funds tracked by Wall St. Rank hold CBSH as of Q1 2020.

Personal Wealth Partners reported no remaining Commerce Bancshares position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 7 Commerce Bancshares shares in Q1 2020.
Personal Wealth Partners first reported a position in Commerce Bancshares in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's Commerce Bancshares position peaked at $0 in Q4 2019.
352 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.