CIBC Private Wealth Group
ESBA icon

CIBC Private Wealth Group’s Empire State Realty Series ES ESBA Stock Holding History

CIBC Private Wealth Group’s Portfolio ESBA Stock Details ESBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-30,249
Closed -$626K – 1976
2017
Q4 		$626K Hold
30,249
– – ﹤0.01% 737
2017
Q3 		$619K Buy
+30,249
New +$617K ﹤0.01% 735

Other funds holding ESBA

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
MJP
Michael J. Puzo $343M AUM 18.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

CIBC Private Wealth Group's ESBA Position: Q1 2018 in Review

CIBC Private Wealth Group sold out of Empire State Realty Series ES (ESBA) in Q1 2018, closing a stake of 30,249 shares — an estimated $626K sold.

CIBC Private Wealth Group first reported a position in ESBA in Q3 2017 and held it in 2 quarters. The position peaked at $626K in Q4 2017. 29 funds tracked by Wall St. Rank hold ESBA as of Q1 2018.

  • CIBC Private Wealth Group reported no remaining Empire State Realty Series ES position as of Q1 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 30,249 Empire State Realty Series ES shares in Q1 2018, an estimated $626K.
  • CIBC Private Wealth Group first reported a position in Empire State Realty Series ES in Q3 2017 and held it in 2 quarters.
  • CIBC Private Wealth Group's Empire State Realty Series ES position peaked at $626K in Q4 2017.
  • 29 funds tracked by Wall St. Rank held Empire State Realty Series ES as of Q1 2018.

Based on CIBC Private Wealth Group's 13F filing for Q1 2018, filed 17 May 2018.