CIBC Private Wealth Group
MVF

CIBC Private Wealth Group’s BlackRock MuniVest Fund MVF Stock Holding History

CIBC Private Wealth Group’s Portfolio MVF Stock Details MVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-27,200
Closed -$261K – 613
2014
Q3 		$261K Hold
27,200
– – ﹤0.01% 583
2014
Q2 		$269K Hold
27,200
– – ﹤0.01% 573
2014
Q1 		$257K Buy
+27,200
New +$256K ﹤0.01% 565

Other funds holding MVF

AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIBC Private Wealth Group's MVF Position: Q4 2014 in Review

CIBC Private Wealth Group sold out of BlackRock MuniVest Fund (MVF) in Q4 2014, closing a stake of 27,200 shares — an estimated $261K sold.

CIBC Private Wealth Group first reported a position in MVF in Q1 2014 and held it in 3 quarters. The position peaked at $269K in Q2 2014. 52 funds tracked by Wall St. Rank hold MVF as of Q4 2014.

  • CIBC Private Wealth Group reported no remaining BlackRock MuniVest Fund position as of Q4 2014 after selling out during the quarter.
  • CIBC Private Wealth Group sold 27,200 BlackRock MuniVest Fund shares in Q4 2014, an estimated $261K.
  • CIBC Private Wealth Group first reported a position in BlackRock MuniVest Fund in Q1 2014 and held it in 3 quarters.
  • CIBC Private Wealth Group's BlackRock MuniVest Fund position peaked at $269K in Q2 2014.
  • 52 funds tracked by Wall St. Rank held BlackRock MuniVest Fund as of Q4 2014.

Based on CIBC Private Wealth Group's 13F filing for Q4 2014, filed 12 Feb 2015.