CIBC Private Wealth Group
EPAY

CIBC Private Wealth Group’s Bottomline Technologies Inc EPAY Stock Holding History

CIBC Private Wealth Group’s Portfolio EPAY Stock Details EPAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-10,085
Closed -$503K – 1845
2018
Q2 		$503K Sell
10,085
-80
-0.8% -$3.57K ﹤0.01% 775
2018
Q1 		$394K Buy
10,165
+80
+0.8% +$2.98K ﹤0.01% 822
2017
Q4 		$350K Buy
+10,085
New +$338K ﹤0.01% 849

Other funds holding EPAY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of Bottomline Technologies Inc (EPAY) in Q3 2018, closing a stake of 10,085 shares — an estimated $503K sold.

CIBC Private Wealth Group first reported a position in EPAY in Q4 2017 and held it in 3 quarters. The position peaked at $503K in Q2 2018. 255 funds tracked by Wall St. Rank hold EPAY as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining Bottomline Technologies Inc position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 10,085 Bottomline Technologies Inc shares in Q3 2018, an estimated $503K.
  • CIBC Private Wealth Group first reported a position in Bottomline Technologies Inc in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's Bottomline Technologies Inc position peaked at $503K in Q2 2018.
  • 255 funds tracked by Wall St. Rank held Bottomline Technologies Inc as of Q3 2018.

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