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 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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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

WESPAC Advisors SoCal's CM Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Canadian Imperial Bank of Commerce (CM) in Q2 2019, closing a stake of 95,180 shares — an estimated $3.76M sold.

WESPAC Advisors SoCal first reported a position in CM in Q4 2016 and held it in 10 quarters. The position peaked at $4.65M in Q4 2017. 372 funds tracked by Wall St. Rank hold CM as of Q2 2019.

WESPAC Advisors SoCal reported no remaining Canadian Imperial Bank of Commerce position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 95,180 Canadian Imperial Bank of Commerce shares in Q2 2019, an estimated $3.76M.
WESPAC Advisors SoCal first reported a position in Canadian Imperial Bank of Commerce in Q4 2016 and held it in 10 quarters.
WESPAC Advisors SoCal's Canadian Imperial Bank of Commerce position peaked at $4.65M in Q4 2017.
372 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.