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Rowland Carmichael Advisors’s Commerce Bancshares CBSH Stock Holding History

Rowland Carmichael 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
2017
Q4 		– Sell
-5,478
Closed -$204K – 321
2017
Q3 		$204K Hold
5,478
– – 0.11% 227
2017
Q2 		$201K Buy
+5,478
New +$196K 0.12% 218
2016
Q2 		– Sell
-8,622
Closed -$238K – 298
2016
Q1 		$238K Buy
+8,622
New +$223K 0.22% 121

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Rowland Carmichael Advisors's CBSH Position: Q4 2017 in Review

Rowland Carmichael Advisors sold out of Commerce Bancshares (CBSH) in Q4 2017, closing a stake of 5,478 shares — an estimated $204K sold.

Rowland Carmichael Advisors first reported a position in CBSH in Q1 2016 and held it in 3 quarters. The position peaked at $238K in Q1 2016. 306 funds tracked by Wall St. Rank hold CBSH as of Q4 2017.

  • Rowland Carmichael Advisors reported no remaining Commerce Bancshares position as of Q4 2017 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 5,478 Commerce Bancshares shares in Q4 2017, an estimated $204K.
  • Rowland Carmichael Advisors first reported a position in Commerce Bancshares in Q1 2016 and held it in 3 quarters.
  • Rowland Carmichael Advisors's Commerce Bancshares position peaked at $238K in Q1 2016.
  • 306 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2017.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2017, filed 10 Feb 2020.