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Retirement Planning Group (Kansas)’s Commerce Bancshares CBSH Stock Holding History

Retirement Planning Group (Kansas)’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
2013
Q4 		– Sell
-9,572
Closed -$222K – 76
2013
Q3 		$222K Sell
9,572
-552
-5% -$13.1K 0.08% 75
2013
Q2 		$234K Buy
+10,124
New +$223K 0.1% 73

Other funds holding CBSH

CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Retirement Planning Group (Kansas)'s CBSH Position: Q4 2013 in Review

Retirement Planning Group (Kansas) sold out of Commerce Bancshares (CBSH) in Q4 2013, closing a stake of 9,572 shares — an estimated $222K sold.

Retirement Planning Group (Kansas) first reported a position in CBSH in Q2 2013 and held it in 2 quarters. The position peaked at $234K in Q2 2013. 240 funds tracked by Wall St. Rank hold CBSH as of Q4 2013.

  • Retirement Planning Group (Kansas) reported no remaining Commerce Bancshares position as of Q4 2013 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 9,572 Commerce Bancshares shares in Q4 2013, an estimated $222K.
  • Retirement Planning Group (Kansas) first reported a position in Commerce Bancshares in Q2 2013 and held it in 2 quarters.
  • Retirement Planning Group (Kansas)'s Commerce Bancshares position peaked at $234K in Q2 2013.
  • 240 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2013.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q4 2013, filed 30 Jan 2014.