CIBC Private Wealth Group
PGP

CIBC Private Wealth Group’s PIMCO Global StockPLUS & Income Fund PGP Stock Holding History

CIBC Private Wealth Group’s Portfolio PGP Stock Details PGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,688
Closed -$58.8K – 3256
2024
Q2 		$58.8K Buy
+7,688
New +$57.6K ﹤0.01% 1607

Other funds holding PGP

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIBC Private Wealth Group's PGP Position: Q3 2024 in Review

CIBC Private Wealth Group sold out of PIMCO Global StockPLUS & Income Fund (PGP) in Q3 2024, closing a stake of 7,688 shares — an estimated $58.8K sold.

CIBC Private Wealth Group first reported a position in PGP in Q2 2024 and held it in 1 quarter. The position peaked at $58.8K in Q2 2024. 31 funds tracked by Wall St. Rank hold PGP as of Q3 2024.

  • CIBC Private Wealth Group reported no remaining PIMCO Global StockPLUS & Income Fund position as of Q3 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 7,688 PIMCO Global StockPLUS & Income Fund shares in Q3 2024, an estimated $58.8K.
  • CIBC Private Wealth Group first reported a position in PIMCO Global StockPLUS & Income Fund in Q2 2024 and held it in 1 quarter.
  • CIBC Private Wealth Group's PIMCO Global StockPLUS & Income Fund position peaked at $58.8K in Q2 2024.
  • 31 funds tracked by Wall St. Rank held PIMCO Global StockPLUS & Income Fund as of Q3 2024.

Based on CIBC Private Wealth Group's 13F filing for Q3 2024, filed 13 Nov 2024.