CIBC Private Wealth Group
HIE

CIBC Private Wealth Group’s Miller/Howard High Income Equity Fund HIE Stock Holding History

CIBC Private Wealth Group’s Portfolio HIE Stock Details HIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-28,770
Closed -$324K – 951
2019
Q4 		$324K Buy
28,770
+7,270
+34% +$83K ﹤0.01% 786
2019
Q3 		$234K Hold
21,500
– – ﹤0.01% 835
2019
Q2 		$239K Hold
21,500
– – ﹤0.01% 859
2019
Q1 		$244K Buy
+21,500
New +$243K ﹤0.01% 861

Other funds holding HIE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

CIBC Private Wealth Group's HIE Position: Q1 2020 in Review

CIBC Private Wealth Group sold out of Miller/Howard High Income Equity Fund (HIE) in Q1 2020, closing a stake of 28,770 shares — an estimated $324K sold.

CIBC Private Wealth Group first reported a position in HIE in Q1 2019 and held it in 4 quarters. The position peaked at $324K in Q4 2019. 41 funds tracked by Wall St. Rank hold HIE as of Q1 2020.

  • CIBC Private Wealth Group reported no remaining Miller/Howard High Income Equity Fund position as of Q1 2020 after selling out during the quarter.
  • CIBC Private Wealth Group sold 28,770 Miller/Howard High Income Equity Fund shares in Q1 2020, an estimated $324K.
  • CIBC Private Wealth Group first reported a position in Miller/Howard High Income Equity Fund in Q1 2019 and held it in 4 quarters.
  • CIBC Private Wealth Group's Miller/Howard High Income Equity Fund position peaked at $324K in Q4 2019.
  • 41 funds tracked by Wall St. Rank held Miller/Howard High Income Equity Fund as of Q1 2020.

Based on CIBC Private Wealth Group's 13F filing for Q1 2020, filed 15 May 2020.