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

CIBC Private Wealth Group’s Portfolio IQDF Stock Details IQDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,236
Closed -$30K – 1321
2018
Q2 		$30K Hold
1,236
– – ﹤0.01% 1304
2018
Q1 		$33K Hold
1,236
– – ﹤0.01% 1260
2017
Q4 		$33K Buy
+1,236
New +$32.6K ﹤0.01% 1290

Other funds holding IQDF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of FlexShares International Quality Dividend Index Fund (IQDF) in Q3 2018, closing a stake of 1,236 shares — an estimated $30K sold.

CIBC Private Wealth Group first reported a position in IQDF in Q4 2017 and held it in 3 quarters. The position peaked at $33K in Q1 2018. 69 funds tracked by Wall St. Rank hold IQDF as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining FlexShares International Quality Dividend Index Fund position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,236 FlexShares International Quality Dividend Index Fund shares in Q3 2018, an estimated $30K.
  • CIBC Private Wealth Group first reported a position in FlexShares International Quality Dividend Index Fund in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's FlexShares International Quality Dividend Index Fund position peaked at $33K in Q1 2018.
  • 69 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Index Fund as of Q3 2018.

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