CIBC Private Wealth Group
PFL

CIBC Private Wealth Group’s PIMCO Income Strategy Fund PFL Stock Holding History

CIBC Private Wealth Group’s Portfolio PFL Stock Details PFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,100
Closed -$9.4K – 3265
2024
Q1 		$9.4K Buy
+1,100
New +$9.31K ﹤0.01% 2301
2017
Q3 		– Sell
-31,909
Closed -$377K – 935
2017
Q2 		$377K Hold
31,909
– – ﹤0.01% 564
2017
Q1 		$356K Buy
+31,909
New +$348K ﹤0.01% 544

Other funds holding PFL

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CIBC Private Wealth Group's PFL Position: Q2 2024 in Review

CIBC Private Wealth Group sold out of PIMCO Income Strategy Fund (PFL) in Q2 2024, closing a stake of 1,100 shares — an estimated $9.4K sold.

CIBC Private Wealth Group first reported a position in PFL in Q1 2017 and held it in 3 quarters. The position peaked at $377K in Q2 2017. 62 funds tracked by Wall St. Rank hold PFL as of Q2 2024.

  • CIBC Private Wealth Group reported no remaining PIMCO Income Strategy Fund position as of Q2 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,100 PIMCO Income Strategy Fund shares in Q2 2024, an estimated $9.4K.
  • CIBC Private Wealth Group first reported a position in PIMCO Income Strategy Fund in Q1 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's PIMCO Income Strategy Fund position peaked at $377K in Q2 2017.
  • 62 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2024.

Based on CIBC Private Wealth Group's 13F filing for Q2 2024, filed 9 Aug 2024.