WealthPLAN Partners’s Canadian Imperial Bank of Commerce CM Stock Holding History

WealthPLAN Partners’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
2017 Q2	–	Sell	-108	Closed	-$4.62K	–	221
2017 Q1	$4.62K	Buy	+108	New	+$4.7K	0.02%	355
2016 Q3	$13.1K	Sell	346 -346	-50%	-$13.3K	﹤0.01%	558
2016 Q2	$13K	Buy	+692	New	+$27K	﹤0.01%	1627
2015 Q4	$31.3K	Buy	+2,712	New	+$99.4K	0.01%	750
2015 Q2	$35K	Sell	948 -1,430	-60%	-$55.2K	0.02%	211
2015 Q1	$86K	Buy	+2,378	New	+$88.3K	0.04%	186

Other funds holding CM

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

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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WealthPLAN Partners's CM Position: Q2 2017 in Review

WealthPLAN Partners sold out of Canadian Imperial Bank of Commerce (CM) in Q2 2017, closing a stake of 108 shares — an estimated $4.62K sold.

WealthPLAN Partners first reported a position in CM in Q1 2015 and held it in 6 quarters. The position peaked at $86K in Q1 2015. 358 funds tracked by Wall St. Rank hold CM as of Q2 2017.

WealthPLAN Partners reported no remaining Canadian Imperial Bank of Commerce position as of Q2 2017 after selling out during the quarter.
WealthPLAN Partners sold 108 Canadian Imperial Bank of Commerce shares in Q2 2017, an estimated $4.62K.
WealthPLAN Partners first reported a position in Canadian Imperial Bank of Commerce in Q1 2015 and held it in 6 quarters.
WealthPLAN Partners's Canadian Imperial Bank of Commerce position peaked at $86K in Q1 2015.
358 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.