CIBC Private Wealth Group
CTR

CIBC Private Wealth Group’s ClearBridge MLP and Midstream Total Return Fund Inc. CTR Stock Holding History

CIBC Private Wealth Group’s Portfolio CTR Stock Details CTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-9,000
Closed -$216K – 1054
2021
Q3 		$216K Hold
9,000
– – ﹤0.01% 883
2021
Q2 		$228K Buy
+9,000
New +$212K ﹤0.01% 972

Other funds holding CTR

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CIBC Private Wealth Group's CTR Position: Q4 2021 in Review

CIBC Private Wealth Group sold out of ClearBridge MLP and Midstream Total Return Fund Inc. (CTR) in Q4 2021, closing a stake of 9,000 shares — an estimated $216K sold.

CIBC Private Wealth Group first reported a position in CTR in Q2 2021 and held it in 2 quarters. The position peaked at $228K in Q2 2021. 43 funds tracked by Wall St. Rank hold CTR as of Q4 2021.

  • CIBC Private Wealth Group reported no remaining ClearBridge MLP and Midstream Total Return Fund Inc. position as of Q4 2021 after selling out during the quarter.
  • CIBC Private Wealth Group sold 9,000 ClearBridge MLP and Midstream Total Return Fund Inc. shares in Q4 2021, an estimated $216K.
  • CIBC Private Wealth Group first reported a position in ClearBridge MLP and Midstream Total Return Fund Inc. in Q2 2021 and held it in 2 quarters.
  • CIBC Private Wealth Group's ClearBridge MLP and Midstream Total Return Fund Inc. position peaked at $228K in Q2 2021.
  • 43 funds tracked by Wall St. Rank held ClearBridge MLP and Midstream Total Return Fund Inc. as of Q4 2021.

Based on CIBC Private Wealth Group's 13F filing for Q4 2021, filed 8 Feb 2022.