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Wealthspire Advisors (Maryland)’s Commerce Bancshares CBSH Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-184
Closed -$8K – 708
2019
Q1 		$8K Hold
184
– – ﹤0.01% 1609
2018
Q4 		$7K Sell
184
-4
-2% -$171 ﹤0.01% 1589
2018
Q3 		$8K Hold
188
– – ﹤0.01% 1594
2018
Q2 		$8K Hold
188
– – ﹤0.01% 1612
2018
Q1 		$8K Sell
188
-187
-50% -$7.43K ﹤0.01% 1636
2017
Q4 		$14K Buy
375
+21
+6% +$782 ﹤0.01% 1451
2017
Q3 		$13K Sell
354
-3
-0.8% -$109 ﹤0.01% 1466
2017
Q2 		$13K Buy
357
+269
+306% +$9.6K ﹤0.01% 1424
2017
Q1 		$3K Buy
88
+7
+9% +$258 ﹤0.01% 1613
2016
Q4 		$3K Sell
81
-2
-2% -$67 ﹤0.01% 1465
2016
Q3 		$3K Hold
83
– – ﹤0.01% 1465
2016
Q2 		$2K Hold
83
– – ﹤0.01% 1493
2016
Q1 		$2K Buy
+83
New +$2.15K ﹤0.01% 1512

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CBSH Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Commerce Bancshares (CBSH) in Q2 2019, closing a stake of 184 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in CBSH in Q1 2016 and held it in 13 quarters. The position peaked at $14K in Q4 2017. 352 funds tracked by Wall St. Rank hold CBSH as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Commerce Bancshares position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 184 Commerce Bancshares shares in Q2 2019, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in Commerce Bancshares in Q1 2016 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Commerce Bancshares position peaked at $14K in Q4 2017.
  • 352 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.