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CapWealth Advisors’s Grupo Cibest SA CIB Stock Holding History

CapWealth Advisors’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
2014
Q2 		– Sell
-75
Closed -$4K – 364
2014
Q1 		$4K Hold
75
– – ﹤0.01% 316
2013
Q4 		$4K Hold
75
– – ﹤0.01% 318
2013
Q3 		$4K Hold
75
– – ﹤0.01% 377
2013
Q2 		$4K Buy
+75
New +$4.67K ﹤0.01% 354

Other funds holding CIB

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DCM
Dupont Capital Management Wilmington, Delaware $2.18M AUM 50.81% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CapWealth Advisors's CIB Position: Q2 2014 in Review

CapWealth Advisors sold out of Grupo Cibest SA (CIB) in Q2 2014, closing a stake of 75 shares — an estimated $4K sold.

CapWealth Advisors first reported a position in CIB in Q2 2013 and held it in 4 quarters. The position peaked at $4K in Q1 2014. 133 funds tracked by Wall St. Rank hold CIB as of Q2 2014.

  • CapWealth Advisors reported no remaining Grupo Cibest SA position as of Q2 2014 after selling out during the quarter.
  • CapWealth Advisors sold 75 Grupo Cibest SA shares in Q2 2014, an estimated $4K.
  • CapWealth Advisors first reported a position in Grupo Cibest SA in Q2 2013 and held it in 4 quarters.
  • CapWealth Advisors's Grupo Cibest SA position peaked at $4K in Q1 2014.
  • 133 funds tracked by Wall St. Rank held Grupo Cibest SA as of Q2 2014.

Based on CapWealth Advisors's 13F filing for Q2 2014, filed 8 Aug 2014.