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Bartlett & Co Wealth Management’s Grupo Cibest SA CIB Stock Holding History

Bartlett & Co Wealth Management’s Portfolio CIB Stock Details CIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,800
Closed -$99.2K – 850
2019
Q4 		$99.2K Buy
1,800
+250
+16% +$12.9K ﹤0.01% 404
2019
Q3 		$77.1K Buy
1,550
+100
+7% +$5.05K ﹤0.01% 431
2019
Q2 		$74.5K Buy
1,450
+200
+16% +$9.99K ﹤0.01% 363
2019
Q1 		$63.8K Buy
+1,250
New +$58.2K ﹤0.01% 384

Other funds holding CIB

HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
AG
Ashmore Group London, United Kingdom $773M AUM 50.56% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bartlett & Co Wealth Management's CIB Position: Q1 2020 in Review

Bartlett & Co Wealth Management sold out of Grupo Cibest SA (CIB) in Q1 2020, closing a stake of 1,800 shares — an estimated $99.2K sold.

Bartlett & Co Wealth Management first reported a position in CIB in Q1 2019 and held it in 4 quarters. The position peaked at $99.2K in Q4 2019. 133 funds tracked by Wall St. Rank hold CIB as of Q1 2020.

  • Bartlett & Co Wealth Management reported no remaining Grupo Cibest SA position as of Q1 2020 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,800 Grupo Cibest SA shares in Q1 2020, an estimated $99.2K.
  • Bartlett & Co Wealth Management first reported a position in Grupo Cibest SA in Q1 2019 and held it in 4 quarters.
  • Bartlett & Co Wealth Management's Grupo Cibest SA position peaked at $99.2K in Q4 2019.
  • 133 funds tracked by Wall St. Rank held Grupo Cibest SA as of Q1 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2020, filed 13 Feb 2024.