RIA
CBSH icon

Regal Investment Advisors’s Commerce Bancshares CBSH Stock Holding History

Regal Investment Advisors’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
2015
Q4 		– Sell
-2
Closed – – 359
2015
Q3 		$0 Buy
+2
New +$54 ﹤0.01% 1042

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Regal Investment Advisors's CBSH Position: Q4 2015 in Review

Regal Investment Advisors sold out of Commerce Bancshares (CBSH) in Q4 2015, closing a stake of 2 shares.

Regal Investment Advisors first reported a position in CBSH in Q3 2015 and held it in 1 quarter. The position peaked at $0 in Q3 2015. 266 funds tracked by Wall St. Rank hold CBSH as of Q4 2015.

  • Regal Investment Advisors reported no remaining Commerce Bancshares position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 2 Commerce Bancshares shares in Q4 2015.
  • Regal Investment Advisors first reported a position in Commerce Bancshares in Q3 2015 and held it in 1 quarter.
  • Regal Investment Advisors's Commerce Bancshares position peaked at $0 in Q3 2015.
  • 266 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.