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ProVise Management Group’s Canadian Imperial Bank of Commerce CM Stock Holding History

ProVise Management Group’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
2018
Q1 		– Sell
-4,508
Closed -$220K – 305
2017
Q4 		$220K Buy
+4,508
New +$205K 0.03% 294
2017
Q2 		– Sell
-7,208
Closed -$311K – 329
2017
Q1 		$311K Sell
7,208
-700
-9% -$30.4K 0.05% 256
2016
Q4 		$323K Buy
7,908
+400
+5% +$15.7K 0.05% 257
2016
Q3 		$291K Hold
7,508
– – 0.05% 264
2016
Q2 		$282K Sell
7,508
-200
-3% -$7.8K 0.05% 254
2016
Q1 		$288K Sell
7,708
-1,000
-11% -$33.3K 0.06% 236
2015
Q4 		$287K Buy
8,708
+400
+5% +$14.7K 0.06% 232
2015
Q3 		$299K Sell
8,308
-1,600
-16% -$56.6K 0.07% 221
2015
Q2 		$365K Buy
9,908
+104
+1% +$4.01K 0.08% 210
2015
Q1 		$355K Sell
9,804
-2,832
-22% -$105K 0.08% 222
2014
Q4 		$537K Sell
12,636
-405
-3% -$17.9K 0.12% 178
2014
Q3 		$580K Buy
13,041
+690
+6% +$31.7K 0.13% 184
2014
Q2 		$550K Buy
+12,351
New +$537K 0.12% 194

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
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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

ProVise Management Group's CM Position: Q1 2018 in Review

ProVise Management Group sold out of Canadian Imperial Bank of Commerce (CM) in Q1 2018, closing a stake of 4,508 shares — an estimated $220K sold.

ProVise Management Group first reported a position in CM in Q2 2014 and held it in 13 quarters. The position peaked at $580K in Q3 2014. 390 funds tracked by Wall St. Rank hold CM as of Q1 2018.

  • ProVise Management Group reported no remaining Canadian Imperial Bank of Commerce position as of Q1 2018 after selling out during the quarter.
  • ProVise Management Group sold 4,508 Canadian Imperial Bank of Commerce shares in Q1 2018, an estimated $220K.
  • ProVise Management Group first reported a position in Canadian Imperial Bank of Commerce in Q2 2014 and held it in 13 quarters.
  • ProVise Management Group's Canadian Imperial Bank of Commerce position peaked at $580K in Q3 2014.
  • 390 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q1 2018.

Based on ProVise Management Group's 13F filing for Q1 2018, filed 9 May 2018.