CIBC Private Wealth Group’s First Trust Global Wind Energy ETF FAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-900	Closed	-$11K	–	1199
2018 Q2	$11K	Hold	900	–	–	﹤0.01%	1535
2018 Q1	$12K	Hold	900	–	–	﹤0.01%	1486
2017 Q4	$12K	Buy	+900	New	+$11.7K	﹤0.01%	1502

Other funds holding FAN

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCTC

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of First Trust Global Wind Energy ETF (FAN) in Q3 2018, closing a stake of 900 shares — an estimated $11K sold.

CIBC Private Wealth Group first reported a position in FAN in Q4 2017 and held it in 3 quarters. The position peaked at $12K in Q1 2018. 49 funds tracked by Wall St. Rank hold FAN as of Q3 2018.

CIBC Private Wealth Group reported no remaining First Trust Global Wind Energy ETF position as of Q3 2018 after selling out during the quarter.
CIBC Private Wealth Group sold 900 First Trust Global Wind Energy ETF shares in Q3 2018, an estimated $11K.
CIBC Private Wealth Group first reported a position in First Trust Global Wind Energy ETF in Q4 2017 and held it in 3 quarters.
CIBC Private Wealth Group's First Trust Global Wind Energy ETF position peaked at $12K in Q1 2018.
49 funds tracked by Wall St. Rank held First Trust Global Wind Energy ETF as of Q3 2018.

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