Squar Milner Financial Services’s Canadian Imperial Bank of Commerce CM Stock Holding History

Squar Milner Financial Services’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
2019 Q3	–	Sell	-66	Closed	-$3K	–	309
2019 Q2	$3K	Hold	66	–	–	﹤0.01%	655
2019 Q1	$2K	Hold	66	–	–	﹤0.01%	765
2018 Q4	$2K	Hold	66	–	–	﹤0.01%	682
2018 Q3	$3K	Hold	66	–	–	﹤0.01%	678
2018 Q2	$3K	Buy	+66	New	+$2.91K	﹤0.01%	773

Other funds holding CM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Squar Milner Financial Services's CM Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Canadian Imperial Bank of Commerce (CM) in Q3 2019, closing a stake of 66 shares — an estimated $3K sold.

Squar Milner Financial Services first reported a position in CM in Q2 2018 and held it in 5 quarters. The position peaked at $3K in Q2 2019. 364 funds tracked by Wall St. Rank hold CM as of Q3 2019.

Squar Milner Financial Services reported no remaining Canadian Imperial Bank of Commerce position as of Q3 2019 after selling out during the quarter.
Squar Milner Financial Services sold 66 Canadian Imperial Bank of Commerce shares in Q3 2019, an estimated $3K.
Squar Milner Financial Services first reported a position in Canadian Imperial Bank of Commerce in Q2 2018 and held it in 5 quarters.
Squar Milner Financial Services's Canadian Imperial Bank of Commerce position peaked at $3K in Q2 2019.
364 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.