CIBC Private Wealth Group
IQDE

CIBC Private Wealth Group’s FlexShares International Quality Dividend Defensive Index Fund IQDE Stock Holding History

CIBC Private Wealth Group’s Portfolio IQDE Stock Details IQDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-11,945
Closed -$275K – 1780
2018
Q2 		$275K Hold
11,945
– – ﹤0.01% 868
2018
Q1 		$301K Buy
+11,945
New +$309K ﹤0.01% 859

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Susquehanna International Group
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Bank of America
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SWP
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return