CIBC Private Wealth Group
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CIBC Private Wealth Group’s Invesco DB Oil Fund DBO Stock Holding History

CIBC Private Wealth Group’s Portfolio DBO Stock Details DBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-15,000
Closed -$202K – 880
2018
Q3 		$202K Hold
15,000
– – ﹤0.01% 922
2018
Q2 		$187K Buy
+15,000
New +$178K ﹤0.01% 933
2014
Q3 		– Sell
-10,725
Closed -$330K – 606
2014
Q2 		$330K Hold
10,725
– – ﹤0.01% 560
2014
Q1 		$301K Buy
+10,725
New +$296K ﹤0.01% 551

Other funds holding DBO

GLI
Guardian Life Insurance New York $199K AUM
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

CIBC Private Wealth Group's DBO Position: Q4 2018 in Review

CIBC Private Wealth Group sold out of Invesco DB Oil Fund (DBO) in Q4 2018, closing a stake of 15,000 shares — an estimated $202K sold.

CIBC Private Wealth Group first reported a position in DBO in Q1 2014 and held it in 4 quarters. The position peaked at $330K in Q2 2014. 54 funds tracked by Wall St. Rank hold DBO as of Q4 2018.

  • CIBC Private Wealth Group reported no remaining Invesco DB Oil Fund position as of Q4 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 15,000 Invesco DB Oil Fund shares in Q4 2018, an estimated $202K.
  • CIBC Private Wealth Group first reported a position in Invesco DB Oil Fund in Q1 2014 and held it in 4 quarters.
  • CIBC Private Wealth Group's Invesco DB Oil Fund position peaked at $330K in Q2 2014.
  • 54 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q4 2018.

Based on CIBC Private Wealth Group's 13F filing for Q4 2018, filed 5 Feb 2019.