CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares Global Materials ETF MXI Stock Holding History

CIBC Private Wealth Group’s Portfolio MXI Stock Details MXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-146
Closed -$10K – 1435
2018
Q2 		$10K Buy
+146
New +$10.1K ﹤0.01% 1565

Other funds holding MXI

MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of iShares Global Materials ETF (MXI) in Q3 2018, closing a stake of 146 shares — an estimated $10K sold.

CIBC Private Wealth Group first reported a position in MXI in Q2 2018 and held it in 1 quarter. The position peaked at $10K in Q2 2018. 62 funds tracked by Wall St. Rank hold MXI as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining iShares Global Materials ETF position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 146 iShares Global Materials ETF shares in Q3 2018, an estimated $10K.
  • CIBC Private Wealth Group first reported a position in iShares Global Materials ETF in Q2 2018 and held it in 1 quarter.
  • CIBC Private Wealth Group's iShares Global Materials ETF position peaked at $10K in Q2 2018.
  • 62 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q3 2018.

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