CIBC Private Wealth Group
FDEU

CIBC Private Wealth Group’s First Trust Dynamic Europe Equity Income Fund FDEU Stock Holding History

CIBC Private Wealth Group’s Portfolio FDEU Stock Details FDEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,750
Closed -$28K – 1812
2018
Q2 		$28K Hold
1,750
– – ﹤0.01% 1320
2018
Q1 		$31K Hold
1,750
– – ﹤0.01% 1275
2017
Q4 		$33K Buy
+1,750
New +$33K ﹤0.01% 1296

Other funds holding FDEU

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of First Trust Dynamic Europe Equity Income Fund (FDEU) in Q3 2018, closing a stake of 1,750 shares — an estimated $28K sold.

CIBC Private Wealth Group first reported a position in FDEU in Q4 2017 and held it in 3 quarters. The position peaked at $33K in Q4 2017. 36 funds tracked by Wall St. Rank hold FDEU as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining First Trust Dynamic Europe Equity Income Fund position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,750 First Trust Dynamic Europe Equity Income Fund shares in Q3 2018, an estimated $28K.
  • CIBC Private Wealth Group first reported a position in First Trust Dynamic Europe Equity Income Fund in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's First Trust Dynamic Europe Equity Income Fund position peaked at $33K in Q4 2017.
  • 36 funds tracked by Wall St. Rank held First Trust Dynamic Europe Equity Income Fund as of Q3 2018.

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