CIBC Private Wealth Group
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CIBC Private Wealth Group’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History

CIBC Private Wealth Group’s Portfolio GRPM Stock Details GRPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-468
Closed -$31K – 1260
2018
Q2 		$31K Buy
+468
New +$30.6K ﹤0.01% 1296

Other funds holding GRPM

HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of Invesco S&P MidCap 400 GARP ETF (GRPM) in Q3 2018, closing a stake of 468 shares — an estimated $31K sold.

CIBC Private Wealth Group first reported a position in GRPM in Q2 2018 and held it in 1 quarter. The position peaked at $31K in Q2 2018. 33 funds tracked by Wall St. Rank hold GRPM as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining Invesco S&P MidCap 400 GARP ETF position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 468 Invesco S&P MidCap 400 GARP ETF shares in Q3 2018, an estimated $31K.
  • CIBC Private Wealth Group first reported a position in Invesco S&P MidCap 400 GARP ETF in Q2 2018 and held it in 1 quarter.
  • CIBC Private Wealth Group's Invesco S&P MidCap 400 GARP ETF position peaked at $31K in Q2 2018.
  • 33 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 GARP ETF as of Q3 2018.

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