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WFG Advisors’s Commerce Bancshares CBSH Stock Holding History

WFG Advisors’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
2017
Q2 		$218K Sell
5,957
-154
-3% -$5.5K 0.05% 351
2017
Q1 		$221K Buy
6,111
+169
+3% +$6.23K 0.06% 311
2016
Q4 		$221K Buy
5,942
+63
+1% +$2.13K 0.05% 352
2016
Q3 		$178K Sell
5,879
-189
-3% -$5.64K 0.04% 394
2016
Q2 		$178K Buy
6,068
+33
+0.5% +$952 0.05% 370
2016
Q1 		$167K Buy
6,035
+24
+0.4% +$621 0.05% 342
2015
Q4 		$157K Buy
6,011
+242
+4% +$6.52K 0.05% 351
2015
Q3 		$154K Sell
5,769
-156
-3% -$4.19K 0.05% 347
2015
Q2 		$162K Buy
5,925
+192
+3% +$4.98K 0.04% 399
2015
Q1 		$142K Buy
5,733
+747
+15% +$18.2K 0.04% 436
2014
Q4 		$127K Sell
4,986
-491
-9% -$12.2K 0.03% 568
2014
Q3 		$136K Buy
5,477
+21
+0.4% +$536 0.03% 553
2014
Q2 		$141K Buy
5,456
+20
+0.4% +$495 0.03% 543
2014
Q1 		$141K Buy
5,436
+837
+18% +$20.8K 0.03% 521
2013
Q4 		$115K Buy
4,599
+104
+2% +$2.55K 0.02% 691
2013
Q3 		$104K Buy
4,495
+15
+0.3% +$357 0.02% 695
2013
Q2 		$103K Buy
+4,480
New +$98.9K 0.02% 658

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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WFG Advisors's CBSH Position: Q2 2017 in Review

WFG Advisors reduced its Commerce Bancshares (CBSH) stake by 2.5% in Q2 2017, selling an estimated $5.5K and leaving 5,957 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #351.

WFG Advisors first reported a position in CBSH in Q2 2013 and has held it in 17 quarters since. The position peaked at $221K in Q1 2017. 286 funds tracked by Wall St. Rank hold CBSH as of Q2 2017.

  • WFG Advisors held 5,957 shares of Commerce Bancshares worth $218K as of Q2 2017.
  • WFG Advisors sold 154 Commerce Bancshares shares in Q2 2017, an estimated $5.5K.
  • Commerce Bancshares made up 0.05% of WFG Advisors's portfolio in Q2 2017, its #351 holding.
  • WFG Advisors first reported a position in Commerce Bancshares in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Commerce Bancshares position peaked at $221K in Q1 2017.
  • 286 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.