CIBC Private Wealth Group
FRI icon

CIBC Private Wealth Group’s First Trust S&P REIT Index Fund FRI Stock Holding History

CIBC Private Wealth Group’s Portfolio FRI Stock Details FRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-236
Closed -$6K – 1228
2018
Q2 		$6K Hold
236
– – ﹤0.01% 1675
2018
Q1 		$5K Hold
236
– – ﹤0.01% 1657
2017
Q4 		$5K Buy
+236
New +$5.54K ﹤0.01% 1679

Other funds holding FRI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCM
Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BCM
Breiter Capital Management Bradenton, Florida $202M AUM 21.36% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of First Trust S&P REIT Index Fund (FRI) in Q3 2018, closing a stake of 236 shares — an estimated $6K sold.

CIBC Private Wealth Group first reported a position in FRI in Q4 2017 and held it in 3 quarters. The position peaked at $6K in Q2 2018. 46 funds tracked by Wall St. Rank hold FRI as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining First Trust S&P REIT Index Fund position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 236 First Trust S&P REIT Index Fund shares in Q3 2018, an estimated $6K.
  • CIBC Private Wealth Group first reported a position in First Trust S&P REIT Index Fund in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's First Trust S&P REIT Index Fund position peaked at $6K in Q2 2018.
  • 46 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2018.

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