CIBC Private Wealth Group’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

CIBC Private Wealth Group’s Portfolio PIV Stock Details PIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1,083	Closed	-$32K	–	2200
2018 Q1	$32K	Hold	1,083	–	–	﹤0.01%	1270
2017 Q4	$33K	Buy	+1,083	New	+$33K	﹤0.01%	1297
2017 Q2	–	Sell	-16,436	Closed	-$450K	–	631
2017 Q1	$450K	Buy	16,436 +1,786	+12%	+$48.9K	﹤0.01%	527
2016 Q4	$381K	Hold	14,650	–	–	﹤0.01%	539
2016 Q3	$369K	Buy	14,650 +3,650	+33%	+$91.9K	﹤0.01%	539
2016 Q2	$273K	Buy	+11,000	New	+$273K	﹤0.01%	571

Other funds holding PIV

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

CIBC Private Wealth Group's PIV Position: Q2 2018 in Review

CIBC Private Wealth Group sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 1,083 shares — an estimated $32K sold.

CIBC Private Wealth Group first reported a position in PIV in Q2 2016 and held it in 6 quarters. The position peaked at $450K in Q1 2017. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

CIBC Private Wealth Group reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q2 2018 after selling out during the quarter.
CIBC Private Wealth Group sold 1,083 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $32K.
CIBC Private Wealth Group first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q2 2016 and held it in 6 quarters.
CIBC Private Wealth Group's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $450K in Q1 2017.
3 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q2 2018.

Based on CIBC Private Wealth Group's 13F filing for Q2 2018, filed 2 Aug 2018.