CIBC Private Wealth Group
MEGI

CIBC Private Wealth Group’s MainStay CBRE Global Infrastructure Megatrends Term Fund MEGI Stock Holding History

CIBC Private Wealth Group’s Portfolio MEGI Stock Details MEGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$37.2K Hold
2,700
– – ﹤0.01% 1911
2025
Q3 		$39.6K Hold
2,700
– – ﹤0.01% 1889
2025
Q2 		$38.4K Hold
2,700
– – ﹤0.01% 1763
2025
Q1 		$31.6K Hold
2,700
– – ﹤0.01% 1802
2024
Q4 		$33.6K Hold
2,700
– – ﹤0.01% 1842
2024
Q3 		$40.3K Hold
2,700
– – ﹤0.01% 1853
2024
Q2 		$34.6K Hold
2,700
– – ﹤0.01% 1821
2024
Q1 		$33.8K Buy
+2,700
New +$34.5K ﹤0.01% 1830

Other funds holding MEGI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return