CIBC Private Wealth Group
ALTS

CIBC Private Wealth Group’s ProShares Morningstar Alternatives Solution ETF ALTS Stock Holding History

CIBC Private Wealth Group’s Portfolio ALTS Stock Details ALTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-100
Closed -$4K – 2029
2018
Q2 		$4K Hold
100
– – ﹤0.01% 1797
2018
Q1 		$4K Hold
100
– – ﹤0.01% 1729
2017
Q4 		$4K Buy
+100
New +$3.86K ﹤0.01% 1759

Other funds holding ALTS

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CIBC Private Wealth Group's ALTS Position: Q3 2018 in Review

CIBC Private Wealth Group sold out of ProShares Morningstar Alternatives Solution ETF (ALTS) in Q3 2018, closing a stake of 100 shares — an estimated $4K sold.

CIBC Private Wealth Group first reported a position in ALTS in Q4 2017 and held it in 3 quarters. The position peaked at $4K in Q2 2018. 9 funds tracked by Wall St. Rank hold ALTS as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining ProShares Morningstar Alternatives Solution ETF position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 100 ProShares Morningstar Alternatives Solution ETF shares in Q3 2018, an estimated $4K.
  • CIBC Private Wealth Group first reported a position in ProShares Morningstar Alternatives Solution ETF in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's ProShares Morningstar Alternatives Solution ETF position peaked at $4K in Q2 2018.
  • 9 funds tracked by Wall St. Rank held ProShares Morningstar Alternatives Solution ETF as of Q3 2018.

Based on CIBC Private Wealth Group's 13F filing for Q3 2018, filed 14 Nov 2018.