CIBC Private Wealth Group
GDL

CIBC Private Wealth Group’s GDL Fund GDL Stock Holding History

CIBC Private Wealth Group’s Portfolio GDL Stock Details GDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,060
Closed -$19K – 1247
2018
Q2 		$19K Sell
2,060
-4,802
-70% -$44.8K ﹤0.01% 1415
2018
Q1 		$64K Buy
6,862
+1,383
+25% +$13.3K ﹤0.01% 1102
2017
Q4 		$53K Buy
+5,479
New +$54.8K ﹤0.01% 1170

Other funds holding GDL

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of GDL Fund (GDL) in Q3 2018, closing a stake of 2,060 shares — an estimated $19K sold.

CIBC Private Wealth Group first reported a position in GDL in Q4 2017 and held it in 3 quarters. The position peaked at $64K in Q1 2018. 40 funds tracked by Wall St. Rank hold GDL as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining GDL Fund position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 2,060 GDL Fund shares in Q3 2018, an estimated $19K.
  • CIBC Private Wealth Group first reported a position in GDL Fund in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's GDL Fund position peaked at $64K in Q1 2018.
  • 40 funds tracked by Wall St. Rank held GDL Fund as of Q3 2018.

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