CBU
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CIBC Bank USA’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

CIBC Bank USA’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-4,672
Closed -$433K – 286
2017
Q2 		$433K Sell
4,672
-22
-0.5% -$2.02K 0.06% 164
2017
Q1 		$426K Buy
4,694
+30
+0.6% +$2.69K 0.06% 165
2016
Q4 		$404K Sell
4,664
-57
-1% -$4.81K 0.06% 166
2016
Q3 		$395K Buy
4,721
+1,386
+42% +$115K 0.06% 178
2016
Q2 		$268K Sell
3,335
-291
-8% -$23.1K 0.04% 206
2016
Q1 		$284K Buy
+3,626
New +$267K 0.05% 178
2015
Q4 		– Sell
-4,234
Closed -$312K – 257
2015
Q3 		$312K Buy
4,234
+71
+2% +$5.53K 0.06% 187
2015
Q2 		$332K Sell
4,163
-114
-3% -$9.34K 0.06% 199
2015
Q1 		$347K Buy
+4,277
New +$344K 0.06% 191

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return