CIBC Private Wealth Group’s Alliance Californa Muni Fd AKP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-17,067	Closed	-$263K	–	599
2016 Q3	$263K	Sell	17,067 -3,000	-15%	-$46.2K	﹤0.01%	565
2016 Q2	$310K	Hold	20,067	–	–	﹤0.01%	559
2016 Q1	$298K	Sell	20,067 -6,000	-23%	-$87.1K	﹤0.01%	555
2015 Q4	$367K	Sell	26,067 -44,000	-63%	-$615K	﹤0.01%	552
2015 Q3	$959K	Buy	+70,067	New	+$941K	0.01%	451

Other funds holding AKP

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LNWWM

Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

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

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

CIBC Private Wealth Group's AKP Position: Q4 2016 in Review

CIBC Private Wealth Group sold out of Alliance Californa Muni Fd (AKP) in Q4 2016, closing a stake of 17,067 shares — an estimated $263K sold.

CIBC Private Wealth Group first reported a position in AKP in Q3 2015 and held it in 5 quarters. The position peaked at $959K in Q3 2015. 25 funds tracked by Wall St. Rank hold AKP as of Q4 2016.

CIBC Private Wealth Group reported no remaining Alliance Californa Muni Fd position as of Q4 2016 after selling out during the quarter.
CIBC Private Wealth Group sold 17,067 Alliance Californa Muni Fd shares in Q4 2016, an estimated $263K.
CIBC Private Wealth Group first reported a position in Alliance Californa Muni Fd in Q3 2015 and held it in 5 quarters.
CIBC Private Wealth Group's Alliance Californa Muni Fd position peaked at $959K in Q3 2015.
25 funds tracked by Wall St. Rank held Alliance Californa Muni Fd as of Q4 2016.

Based on CIBC Private Wealth Group's 13F filing for Q4 2016, filed 13 Feb 2017.