Winfield Associates’s Canadian Imperial Bank of Commerce CM Stock Holding History

Winfield 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
2018 Q1	–	Sell	-300	Closed	-$15K	–	218
2017 Q4	$15K	Buy	300 +50	+20%	+$2.28K	0.01%	356
2017 Q3	$11K	Hold	250	–	–	0.01%	403
2017 Q2	$10K	Buy	250 +40	+19%	+$1.61K	0.01%	408
2017 Q1	$9K	Hold	210	–	–	0.01%	401
2016 Q4	$9K	Buy	210 +10	+5%	+$392	0.01%	363
2016 Q3	$8K	Hold	200	–	–	0.01%	352
2016 Q2	$8K	Hold	200	–	–	0.01%	348
2016 Q1	$7K	Buy	+200	New	+$6.67K	﹤0.01%	349

Other funds holding CM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B 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 Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return