Valmark Advisers’s Canadian Imperial Bank of Commerce CM Stock Holding History

Valmark Advisers’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
2020 Q2	–	Sell	-9,362	Closed	-$271K	–	278
2020 Q1	$271K	Sell	9,362 -260	-3%	-$9.67K	0.01%	188
2019 Q4	$400K	Sell	9,622 -234	-2%	-$9.9K	0.01%	164
2019 Q3	$407K	Buy	9,856 +494	+5%	+$19.4K	0.01%	165
2019 Q2	$368K	Hold	9,362	–	–	0.01%	163
2019 Q1	$370K	Hold	9,362	–	–	0.01%	159
2018 Q4	$349K	Hold	9,362	–	–	0.01%	147
2018 Q3	$439K	Hold	9,362	–	–	0.01%	131
2018 Q2	$407K	Hold	9,362	–	–	0.01%	131
2018 Q1	$413K	Hold	9,362	–	–	0.01%	121
2017 Q4	$456K	Sell	9,362 -2,056	-18%	-$93.6K	0.01%	117
2017 Q3	$500K	Buy	+11,418	New	+$489K	0.01%	51

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

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

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Valmark Advisers's CM Position: Q2 2020 in Review

Valmark Advisers sold out of Canadian Imperial Bank of Commerce (CM) in Q2 2020, closing a stake of 9,362 shares — an estimated $271K sold.

Valmark Advisers first reported a position in CM in Q3 2017 and held it in 11 quarters. The position peaked at $500K in Q3 2017. 323 funds tracked by Wall St. Rank hold CM as of Q2 2020.

Valmark Advisers reported no remaining Canadian Imperial Bank of Commerce position as of Q2 2020 after selling out during the quarter.
Valmark Advisers sold 9,362 Canadian Imperial Bank of Commerce shares in Q2 2020, an estimated $271K.
Valmark Advisers first reported a position in Canadian Imperial Bank of Commerce in Q3 2017 and held it in 11 quarters.
Valmark Advisers's Canadian Imperial Bank of Commerce position peaked at $500K in Q3 2017.
323 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2020.

Based on Valmark Advisers's 13F filing for Q2 2020, filed 31 Jul 2020.