CIBC Private Wealth Group
BT

CIBC Private Wealth Group’s BT Group plc (ADR) BT Stock Holding History

CIBC Private Wealth Group’s Portfolio BT Stock Details BT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-600
Closed -$9K – 1926
2018
Q2 		$9K Hold
600
– – ﹤0.01% 1605
2018
Q1 		$10K Hold
600
– – ﹤0.01% 1542
2017
Q4 		$11K Buy
+600
New +$10.6K ﹤0.01% 1535

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MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of BT Group plc (ADR) (BT) in Q3 2018, closing a stake of 600 shares — an estimated $9K sold.

CIBC Private Wealth Group first reported a position in BT in Q4 2017 and held it in 3 quarters. The position peaked at $11K in Q4 2017. 131 funds tracked by Wall St. Rank hold BT as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining BT Group plc (ADR) position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 600 BT Group plc (ADR) shares in Q3 2018, an estimated $9K.
  • CIBC Private Wealth Group first reported a position in BT Group plc (ADR) in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's BT Group plc (ADR) position peaked at $11K in Q4 2017.
  • 131 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2018.

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