CIBC Private Wealth Group
FDIQ

CIBC Private Wealth Group’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

CIBC Private Wealth Group’s Portfolio FDIQ Stock Details FDIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-91
Closed -$5K – 1354
2018
Q2 		$5K Hold
91
– – ﹤0.01% 1720
2018
Q1 		$5K Hold
91
– – ﹤0.01% 1662
2017
Q4 		$5K Buy
+91
New +$5.03K ﹤0.01% 1683

Other funds holding FDIQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
NCMW
Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q3 2018, closing a stake of 91 shares — an estimated $5K sold.

CIBC Private Wealth Group first reported a position in FDIQ in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q2 2018. 51 funds tracked by Wall St. Rank hold FDIQ as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 91 Invesco Bloomberg Financial Data Providers ETF shares in Q3 2018, an estimated $5K.
  • CIBC Private Wealth Group first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's Invesco Bloomberg Financial Data Providers ETF position peaked at $5K in Q2 2018.
  • 51 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q3 2018.

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