SevenBridge Financial Group’s Commerce Bancshares CBSH Stock Holding History

SevenBridge Financial 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
2019 Q3	–	Sell	-242	Closed	-$10K	–	204
2019 Q2	$10K	Hold	242	–	–	﹤0.01%	453
2019 Q1	$10K	Hold	242	–	–	﹤0.01%	412
2018 Q4	$10K	Buy	242 +72	+42%	+$3.08K	0.01%	368
2018 Q3	$8K	Hold	170	–	–	﹤0.01%	435
2018 Q2	$7K	Hold	170	–	–	﹤0.01%	458
2018 Q1	$7K	Hold	170	–	–	﹤0.01%	463
2017 Q4	$6K	Sell	170 -1	-0.6%	-$37	﹤0.01%	480
2017 Q3	$6K	Hold	171	–	–	﹤0.01%	489
2017 Q2	$6K	Hold	171	–	–	﹤0.01%	495
2017 Q1	$6K	Buy	171 +8	+5%	+$295	﹤0.01%	480
2016 Q4	$5K	Sell	163 -8	-5%	-$270	﹤0.01%	505
2016 Q3	$5K	Sell	171 -3,176	-95%	-$94.8K	﹤0.01%	499
2016 Q2	$98K	Buy	+3,347	New	+$96.5K	0.07%	194

Other funds holding CBSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

SevenBridge Financial Group's CBSH Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Commerce Bancshares (CBSH) in Q3 2019, closing a stake of 242 shares — an estimated $10K sold.

SevenBridge Financial Group first reported a position in CBSH in Q2 2016 and held it in 13 quarters. The position peaked at $98K in Q2 2016. 344 funds tracked by Wall St. Rank hold CBSH as of Q3 2019.

SevenBridge Financial Group reported no remaining Commerce Bancshares position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 242 Commerce Bancshares shares in Q3 2019, an estimated $10K.
SevenBridge Financial Group first reported a position in Commerce Bancshares in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's Commerce Bancshares position peaked at $98K in Q2 2016.
344 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.