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Willow Street Advisors’s Canadian Imperial Bank of Commerce CM Stock Holding History

Willow Street Advisors’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
2013
Q4 		$299K Hold
7,145
– – 0.17% 124
2013
Q3 		$279K Hold
7,145
– – 0.17% 122
2013
Q2 		$248K Buy
+7,145
New +$268K 0.16% 130

Other funds holding CM

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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 Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Willow Street Advisors's CM Position: Q4 2013 in Review

Willow Street Advisors held its Canadian Imperial Bank of Commerce (CM) position steady in Q4 2013 at 7,145 shares worth $299K. The position accounts for 0.17% of the portfolio, ranked #124.

Willow Street Advisors first reported a position in CM in Q2 2013 and has held it in 3 quarters since. 212 funds tracked by Wall St. Rank hold CM as of Q4 2013.

  • Willow Street Advisors held 7,145 shares of Canadian Imperial Bank of Commerce worth $299K as of Q4 2013.
  • Willow Street Advisors left its Canadian Imperial Bank of Commerce share count unchanged in Q4 2013.
  • Canadian Imperial Bank of Commerce made up 0.17% of Willow Street Advisors's portfolio in Q4 2013, its #124 holding.
  • Willow Street Advisors first reported a position in Canadian Imperial Bank of Commerce in Q2 2013 and has held it in 3 quarters since.
  • 212 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.