Trutina Financial’s Canadian Imperial Bank of Commerce CM Stock Holding History

Trutina Financial’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
2016 Q4	$1.52M	Sell	37,186 -60	-0.2%	-$2.35K	1.98%	19
2016 Q3	$1.44M	Sell	37,246 -1,204	-3%	-$46.4K	1.85%	19
2016 Q2	$1.44M	Sell	38,450 -520	-1%	-$20.3K	1.76%	23
2016 Q1	$1.46M	Sell	38,970 -1,990	-5%	-$66.3K	1.63%	25
2015 Q4	$1.35M	Buy	40,960 +100	+0.2%	+$3.67K	1.67%	23
2015 Q3	$1.47M	Sell	40,860 -2,400	-6%	-$84.9K	1.6%	23
2015 Q2	$1.59M	Sell	43,260 -1,740	-4%	-$67.2K	1.4%	29
2015 Q1	$1.63M	Buy	+45,000	New	+$1.67M	1.34%	29

Other funds holding CM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Trutina Financial's CM Position: Q4 2016 in Review

Trutina Financial reduced its Canadian Imperial Bank of Commerce (CM) stake by 0.16% in Q4 2016, selling an estimated $2.35K and leaving 37,186 shares worth $1.52M. The position accounts for 1.98% of the portfolio, ranked #19.

Trutina Financial first reported a position in CM in Q1 2015 and has held it in 8 quarters since. The position peaked at $1.63M in Q1 2015. 279 funds tracked by Wall St. Rank hold CM as of Q4 2016.

Trutina Financial held 37,186 shares of Canadian Imperial Bank of Commerce worth $1.52M as of Q4 2016.
Trutina Financial sold 60 Canadian Imperial Bank of Commerce shares in Q4 2016, an estimated $2.35K.
Canadian Imperial Bank of Commerce made up 1.98% of Trutina Financial's portfolio in Q4 2016, its #19 holding.
Trutina Financial first reported a position in Canadian Imperial Bank of Commerce in Q1 2015 and has held it in 8 quarters since.
Trutina Financial's Canadian Imperial Bank of Commerce position peaked at $1.63M in Q1 2015.
279 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q4 2016.

Based on Trutina Financial's 13F filing for Q4 2016, filed 31 Jan 2017.