CIBC Private Wealth Group
EWRM

CIBC Private Wealth Group’s GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF EWRM Stock Holding History

CIBC Private Wealth Group’s Portfolio EWRM Stock Details EWRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-468
Closed -$30K – 2198
2017
Q4 		$30K Buy
+468
New +$30K ﹤0.01% 1322

Other funds holding EWRM

HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF (EWRM) in Q1 2018, closing a stake of 468 shares — an estimated $30K sold.

CIBC Private Wealth Group first reported a position in EWRM in Q4 2017 and held it in 1 quarter. The position peaked at $30K in Q4 2017. 26 funds tracked by Wall St. Rank hold EWRM as of Q1 2018.

  • CIBC Private Wealth Group reported no remaining GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF position as of Q1 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 468 GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF shares in Q1 2018, an estimated $30K.
  • CIBC Private Wealth Group first reported a position in GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF in Q4 2017 and held it in 1 quarter.
  • CIBC Private Wealth Group's GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF position peaked at $30K in Q4 2017.
  • 26 funds tracked by Wall St. Rank held GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF as of Q1 2018.

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