CIBC Private Wealth Group
IGI

CIBC Private Wealth Group’s Western Asset Investment Grade Defined Opportunity Trust IGI Stock Holding History

CIBC Private Wealth Group’s Portfolio IGI Stock Details IGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-332
Closed -$7K – 1300
2018
Q2 		$7K Buy
332
+166
+100% +$3.47K ﹤0.01% 1649
2018
Q1 		$4K Buy
+166
New +$3.53K ﹤0.01% 1700

Other funds holding IGI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of Western Asset Investment Grade Defined Opportunity Trust (IGI) in Q3 2018, closing a stake of 332 shares — an estimated $7K sold.

CIBC Private Wealth Group first reported a position in IGI in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q2 2018. 23 funds tracked by Wall St. Rank hold IGI as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining Western Asset Investment Grade Defined Opportunity Trust position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 332 Western Asset Investment Grade Defined Opportunity Trust shares in Q3 2018, an estimated $7K.
  • CIBC Private Wealth Group first reported a position in Western Asset Investment Grade Defined Opportunity Trust in Q1 2018 and held it in 2 quarters.
  • CIBC Private Wealth Group's Western Asset Investment Grade Defined Opportunity Trust position peaked at $7K in Q2 2018.
  • 23 funds tracked by Wall St. Rank held Western Asset Investment Grade Defined Opportunity Trust as of Q3 2018.

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