CIBC Private Wealth Group
FPL

CIBC Private Wealth Group’s FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND FPL Stock Holding History

CIBC Private Wealth Group’s Portfolio FPL Stock Details FPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,077
Closed -$11K – 1795
2018
Q2 		$11K Hold
1,077
– – ﹤0.01% 1551
2018
Q1 		$11K Hold
1,077
– – ﹤0.01% 1518
2017
Q4 		$13K Buy
+1,077
New +$12.9K ﹤0.01% 1496

Other funds holding FPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND (FPL) in Q3 2018, closing a stake of 1,077 shares — an estimated $11K sold.

CIBC Private Wealth Group first reported a position in FPL in Q4 2017 and held it in 3 quarters. The position peaked at $13K in Q4 2017. 51 funds tracked by Wall St. Rank hold FPL as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,077 FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND shares in Q3 2018, an estimated $11K.
  • CIBC Private Wealth Group first reported a position in FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND position peaked at $13K in Q4 2017.
  • 51 funds tracked by Wall St. Rank held FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND as of Q3 2018.

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