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Williams Jones & Associates’s Canadian Imperial Bank of Commerce CM Stock Holding History

Williams Jones & Associates’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
2014
Q1 		– Sell
-2,511
Closed -$105K – 367
2013
Q4 		$105K Buy
2,511
+857
+52% +$35.2K 0.01% 319
2013
Q3 		$65K Sell
1,654
-36,033
-96% -$1.35M ﹤0.01% 338
2013
Q2 		$1.31M Buy
+37,687
New +$1.41M 0.07% 161

Other funds holding CM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Williams Jones & Associates's CM Position: Q1 2014 in Review

Williams Jones & Associates sold out of Canadian Imperial Bank of Commerce (CM) in Q1 2014, closing a stake of 2,511 shares — an estimated $105K sold.

Williams Jones & Associates first reported a position in CM in Q2 2013 and held it in 3 quarters. The position peaked at $1.31M in Q2 2013. 218 funds tracked by Wall St. Rank hold CM as of Q1 2014.

  • Williams Jones & Associates reported no remaining Canadian Imperial Bank of Commerce position as of Q1 2014 after selling out during the quarter.
  • Williams Jones & Associates sold 2,511 Canadian Imperial Bank of Commerce shares in Q1 2014, an estimated $105K.
  • Williams Jones & Associates first reported a position in Canadian Imperial Bank of Commerce in Q2 2013 and held it in 3 quarters.
  • Williams Jones & Associates's Canadian Imperial Bank of Commerce position peaked at $1.31M in Q2 2013.
  • 218 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q1 2014.

Based on Williams Jones & Associates's 13F filing for Q1 2014, filed 14 May 2014.