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Winfield Associates’s Commerce Bancshares CBSH Stock Holding History

Winfield Associates’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
2018
Q1 		– Sell
-185
Closed -$7K – 202
2017
Q4 		$7K Buy
185
+30
+19% +$1.12K ﹤0.01% 467
2017
Q3 		$6K Sell
155
-165
-52% -$5.99K ﹤0.01% 461
2017
Q2 		$12K Buy
320
+211
+194% +$7.53K 0.01% 375
2017
Q1 		$4K Buy
+109
New +$4.02K ﹤0.01% 487

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Winfield Associates's CBSH Position: Q1 2018 in Review

Winfield Associates sold out of Commerce Bancshares (CBSH) in Q1 2018, closing a stake of 185 shares — an estimated $7K sold.

Winfield Associates first reported a position in CBSH in Q1 2017 and held it in 4 quarters. The position peaked at $12K in Q2 2017. 314 funds tracked by Wall St. Rank hold CBSH as of Q1 2018.

  • Winfield Associates reported no remaining Commerce Bancshares position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 185 Commerce Bancshares shares in Q1 2018, an estimated $7K.
  • Winfield Associates first reported a position in Commerce Bancshares in Q1 2017 and held it in 4 quarters.
  • Winfield Associates's Commerce Bancshares position peaked at $12K in Q2 2017.
  • 314 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.