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Polaris Wealth Advisory Group’s Commerce Bancshares CBSH Stock Holding History

Polaris Wealth Advisory Group’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
2016
Q1 		– Sell
-15,665
Closed -$409K – 113
2015
Q4 		$409K Buy
+15,665
New +$422K 0.07% 98

Other funds holding CBSH

CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Polaris Wealth Advisory Group's CBSH Position: Q1 2016 in Review

Polaris Wealth Advisory Group sold out of Commerce Bancshares (CBSH) in Q1 2016, closing a stake of 15,665 shares — an estimated $409K sold.

Polaris Wealth Advisory Group first reported a position in CBSH in Q4 2015 and held it in 1 quarter. The position peaked at $409K in Q4 2015. 262 funds tracked by Wall St. Rank hold CBSH as of Q1 2016.

  • Polaris Wealth Advisory Group reported no remaining Commerce Bancshares position as of Q1 2016 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 15,665 Commerce Bancshares shares in Q1 2016, an estimated $409K.
  • Polaris Wealth Advisory Group first reported a position in Commerce Bancshares in Q4 2015 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Commerce Bancshares position peaked at $409K in Q4 2015.
  • 262 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2016.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2016, filed 29 Apr 2016.