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Wealthcare Capital Management’s Commerce Bancshares CBSH Stock Holding History

Wealthcare Capital Management’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
2015
Q3 		– Sell
-133
Closed – – 264
2015
Q2 		$0 Hold
133
– – ﹤0.01% 457
2015
Q1 		$3K Buy
+133
New +$3.25K ﹤0.01% 734

Other funds holding CBSH

CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthcare Capital Management's CBSH Position: Q3 2015 in Review

Wealthcare Capital Management sold out of Commerce Bancshares (CBSH) in Q3 2015, closing a stake of 133 shares.

Wealthcare Capital Management first reported a position in CBSH in Q1 2015 and held it in 2 quarters. The position peaked at $3K in Q1 2015. 259 funds tracked by Wall St. Rank hold CBSH as of Q3 2015.

  • Wealthcare Capital Management reported no remaining Commerce Bancshares position as of Q3 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 133 Commerce Bancshares shares in Q3 2015.
  • Wealthcare Capital Management first reported a position in Commerce Bancshares in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Commerce Bancshares position peaked at $3K in Q1 2015.
  • 259 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2015.

Based on Wealthcare Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.