CIBC Private Wealth Group
PWT

CIBC Private Wealth Group’s POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO PWT Stock Holding History

CIBC Private Wealth Group’s Portfolio PWT Stock Details PWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-300
Closed -$10K – 2201
2018
Q1 		$10K Buy
+300
New +$10K ﹤0.01% 1545

Other funds holding PWT

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) in Q2 2018, closing a stake of 300 shares — an estimated $10K sold.

CIBC Private Wealth Group first reported a position in PWT in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 2 funds tracked by Wall St. Rank hold PWT as of Q2 2018.

  • CIBC Private Wealth Group reported no remaining POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 300 POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO shares in Q2 2018, an estimated $10K.
  • CIBC Private Wealth Group first reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in Q1 2018 and held it in 1 quarter.
  • CIBC Private Wealth Group's POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position peaked at $10K in Q1 2018.
  • 2 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO as of Q2 2018.

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