CIBC Private Wealth Group
CA

CIBC Private Wealth Group’s CA, Inc. CA Stock Holding History

CIBC Private Wealth Group’s Portfolio CA Stock Details CA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,076
Closed -$74K – 2008
2018
Q2 		$74K Sell
2,076
-236
-10% -$8.32K ﹤0.01% 1086
2018
Q1 		$78K Buy
2,312
+141
+6% +$4.9K ﹤0.01% 1073
2017
Q4 		$72K Buy
+2,171
New +$72.1K ﹤0.01% 1097

Other funds holding CA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of CA, Inc. (CA) in Q3 2018, closing a stake of 2,076 shares — an estimated $74K sold.

CIBC Private Wealth Group first reported a position in CA in Q4 2017 and held it in 3 quarters. The position peaked at $78K in Q1 2018. 530 funds tracked by Wall St. Rank hold CA as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining CA, Inc. position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 2,076 CA, Inc. shares in Q3 2018, an estimated $74K.
  • CIBC Private Wealth Group first reported a position in CA, Inc. in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's CA, Inc. position peaked at $78K in Q1 2018.
  • 530 funds tracked by Wall St. Rank held CA, Inc. as of Q3 2018.

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