WAS
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WESPAC Advisors SoCal’s Canadian Imperial Bank of Commerce CM Stock Holding History

WESPAC Advisors SoCal’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
2019
Q2 		– Sell
-95,180
Closed -$3.76M – 124
2019
Q1 		$3.76M Buy
95,180
+40
+0% +$1.66K 2.08% 23
2018
Q4 		$3.54M Sell
95,140
-3,870
-4% -$165K 2.24% 21
2018
Q3 		$4.64M Buy
99,010
+2,350
+2% +$108K 2.33% 17
2018
Q2 		$4.2M Buy
96,660
+1,090
+1% +$48K 2.42% 19
2018
Q1 		$4.22M Buy
95,570
+130
+0.1% +$6.09K 2.44% 20
2017
Q4 		$4.65M Sell
95,440
-1,520
-2% -$69.2K 2.65% 17
2017
Q3 		$4.24M Buy
96,960
+1,170
+1% +$50.1K 2.52% 19
2017
Q2 		$3.89M Buy
95,790
+2,950
+3% +$119K 2.48% 19
2017
Q1 		$4M Sell
92,840
-4,910
-5% -$213K 2.48% 19
2016
Q4 		$3.99M Buy
+97,750
New +$3.83M 2.58% 18

Other funds holding CM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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