CIBC Private Wealth Group
EDF

CIBC Private Wealth Group’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

CIBC Private Wealth Group’s Portfolio EDF Stock Details EDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-16,200
Closed -$211K – 883
2018
Q3 		$211K Buy
+16,200
New +$219K ﹤0.01% 914

Other funds holding EDF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of Virtus Stone Harbor Emerging Markets Income Fund (EDF) in Q4 2018, closing a stake of 16,200 shares — an estimated $211K sold.

CIBC Private Wealth Group first reported a position in EDF in Q3 2018 and held it in 1 quarter. The position peaked at $211K in Q3 2018. 26 funds tracked by Wall St. Rank hold EDF as of Q4 2018.

  • CIBC Private Wealth Group reported no remaining Virtus Stone Harbor Emerging Markets Income Fund position as of Q4 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 16,200 Virtus Stone Harbor Emerging Markets Income Fund shares in Q4 2018, an estimated $211K.
  • CIBC Private Wealth Group first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q3 2018 and held it in 1 quarter.
  • CIBC Private Wealth Group's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $211K in Q3 2018.
  • 26 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q4 2018.

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