CIBC Private Wealth Group
AOD

CIBC Private Wealth Group’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

CIBC Private Wealth Group’s Portfolio AOD Stock Details AOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,486
Closed -$13K – 1006
2018
Q2 		$13K Hold
1,486
– – ﹤0.01% 1497
2018
Q1 		$13K Hold
1,486
– – ﹤0.01% 1468
2017
Q4 		$14K Buy
+1,486
New +$13.6K ﹤0.01% 1469

Other funds holding AOD

1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of abrdn Total Dynamic Dividend Fund (AOD) in Q3 2018, closing a stake of 1,486 shares — an estimated $13K sold.

CIBC Private Wealth Group first reported a position in AOD in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q4 2017. 107 funds tracked by Wall St. Rank hold AOD as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining abrdn Total Dynamic Dividend Fund position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,486 abrdn Total Dynamic Dividend Fund shares in Q3 2018, an estimated $13K.
  • CIBC Private Wealth Group first reported a position in abrdn Total Dynamic Dividend Fund in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's abrdn Total Dynamic Dividend Fund position peaked at $14K in Q4 2017.
  • 107 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q3 2018.

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