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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

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

TD Asset Management

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

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

CIBC Asset Management

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return