CIBC Private Wealth Group
FRN

CIBC Private Wealth Group’s Invesco Frontier Markets ETF FRN Stock Holding History

CIBC Private Wealth Group’s Portfolio FRN Stock Details FRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-300
Closed -$4K – 1910
2018
Q2 		$4K Buy
+300
New +$4.54K ﹤0.01% 1792
2018
Q1 		– Sell
-970
Closed -$14K – 2141
2017
Q4 		$14K Buy
+970
New +$14.3K ﹤0.01% 1481

Other funds holding FRN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of Invesco Frontier Markets ETF (FRN) in Q3 2018, closing a stake of 300 shares — an estimated $4K sold.

CIBC Private Wealth Group first reported a position in FRN in Q4 2017 and held it in 2 quarters. The position peaked at $14K in Q4 2017. 37 funds tracked by Wall St. Rank hold FRN as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining Invesco Frontier Markets ETF position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 300 Invesco Frontier Markets ETF shares in Q3 2018, an estimated $4K.
  • CIBC Private Wealth Group first reported a position in Invesco Frontier Markets ETF in Q4 2017 and held it in 2 quarters.
  • CIBC Private Wealth Group's Invesco Frontier Markets ETF position peaked at $14K in Q4 2017.
  • 37 funds tracked by Wall St. Rank held Invesco Frontier Markets ETF as of Q3 2018.

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