CIBC Private Wealth Group’s abrdn Income Credit Strategies Fund ACP Stock Holding History

CIBC Private Wealth Group’s Portfolio ACP Stock Details ACP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,000	Closed	-$13.2K	–	2972
2024 Q3	$13.2K	Hold	2,000	–	–	﹤0.01%	2323
2024 Q2	$13.4K	Buy	+2,000	New	+$13.4K	﹤0.01%	2185
2023 Q4	–	Sell	-11,225	Closed	-$76.3K	–	1143
2023 Q3	$76.3K	Buy	+11,225	New	+$77.8K	﹤0.01%	1043
2022 Q2	–	Sell	-25,225	Closed	-$247K	–	1188
2022 Q1	$247K	Hold	25,225	–	–	﹤0.01%	902
2021 Q4	$257K	Hold	25,225	–	–	﹤0.01%	919
2021 Q3	$279K	Hold	25,225	–	–	﹤0.01%	830
2021 Q2	$281K	Sell	25,225 -177	-0.7%	-$2.07K	﹤0.01%	911
2021 Q1	$292K	Hold	25,402	–	–	﹤0.01%	909
2020 Q4	$269K	Hold	25,402	–	–	﹤0.01%	888
2020 Q3	$250K	Hold	25,402	–	–	﹤0.01%	810
2020 Q2	$226K	Buy	+25,402	New	+$202K	﹤0.01%	586
2020 Q1	–	Sell	-21,651	Closed	-$247K	–	837
2019 Q4	$247K	Sell	21,651 -562	-3%	-$6.36K	﹤0.01%	834
2019 Q3	$268K	Hold	22,213	–	–	﹤0.01%	803
2019 Q2	$266K	Hold	22,213	–	–	﹤0.01%	838
2019 Q1	$261K	Hold	22,213	–	–	﹤0.01%	851
2018 Q4	$225K	Hold	22,213	–	–	﹤0.01%	818
2018 Q3	$306K	Hold	22,213	–	–	﹤0.01%	858
2018 Q2	$297K	Buy	22,213 +5,372	+32%	+$72.5K	﹤0.01%	860
2018 Q1	$224K	Buy	+16,841	New	+$231K	﹤0.01%	914

Other funds holding ACP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

CIBC Private Wealth Group's ACP Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of abrdn Income Credit Strategies Fund (ACP) in Q4 2024, closing a stake of 2,000 shares — an estimated $13.2K sold.

CIBC Private Wealth Group first reported a position in ACP in Q1 2018 and held it in 19 quarters. The position peaked at $306K in Q3 2018. 127 funds tracked by Wall St. Rank hold ACP as of Q4 2024.

CIBC Private Wealth Group reported no remaining abrdn Income Credit Strategies Fund position as of Q4 2024 after selling out during the quarter.
CIBC Private Wealth Group sold 2,000 abrdn Income Credit Strategies Fund shares in Q4 2024, an estimated $13.2K.
CIBC Private Wealth Group first reported a position in abrdn Income Credit Strategies Fund in Q1 2018 and held it in 19 quarters.
CIBC Private Wealth Group's abrdn Income Credit Strategies Fund position peaked at $306K in Q3 2018.
127 funds tracked by Wall St. Rank held abrdn Income Credit Strategies Fund as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.