CIBC Private Wealth Group
IVC

CIBC Private Wealth Group’s Invacare Corporation IVC Stock Holding History

CIBC Private Wealth Group’s Portfolio IVC Stock Details IVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-130
Closed -$2K – 1826
2018
Q2 		$2K Hold
130
– – ﹤0.01% 1873
2018
Q1 		$2K Hold
130
– – ﹤0.01% 1825
2017
Q4 		$2K Buy
+130
New +$2.12K ﹤0.01% 1832

Other funds holding IVC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of Invacare Corporation (IVC) in Q3 2018, closing a stake of 130 shares — an estimated $2K sold.

CIBC Private Wealth Group first reported a position in IVC in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q2 2018. 147 funds tracked by Wall St. Rank hold IVC as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining Invacare Corporation position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 130 Invacare Corporation shares in Q3 2018, an estimated $2K.
  • CIBC Private Wealth Group first reported a position in Invacare Corporation in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's Invacare Corporation position peaked at $2K in Q2 2018.
  • 147 funds tracked by Wall St. Rank held Invacare Corporation as of Q3 2018.

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