CIBC Private Wealth Group’s Emerald Holding EEX Stock Holding History

CIBC Private Wealth Group’s Portfolio EEX Stock Details EEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-12,500	Closed	-$244K	–	1992
2018 Q1	$244K	Hold	12,500	–	–	﹤0.01%	904
2017 Q4	$254K	Hold	12,500	–	–	﹤0.01%	893
2017 Q3	$291K	Hold	12,500	–	–	﹤0.01%	846
2017 Q2	$274K	Buy	+12,500	New	+$266K	﹤0.01%	582

Other funds holding EEX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIBC Private Wealth Group's EEX Position: Q2 2018 in Review

CIBC Private Wealth Group sold out of Emerald Holding (EEX) in Q2 2018, closing a stake of 12,500 shares — an estimated $244K sold.

CIBC Private Wealth Group first reported a position in EEX in Q2 2017 and held it in 4 quarters. The position peaked at $291K in Q3 2017. 88 funds tracked by Wall St. Rank hold EEX as of Q2 2018.

CIBC Private Wealth Group reported no remaining Emerald Holding position as of Q2 2018 after selling out during the quarter.
CIBC Private Wealth Group sold 12,500 Emerald Holding shares in Q2 2018, an estimated $244K.
CIBC Private Wealth Group first reported a position in Emerald Holding in Q2 2017 and held it in 4 quarters.
CIBC Private Wealth Group's Emerald Holding position peaked at $291K in Q3 2017.
88 funds tracked by Wall St. Rank held Emerald Holding as of Q2 2018.

Based on CIBC Private Wealth Group's 13F filing for Q2 2018, filed 2 Aug 2018.