CIBC Private Wealth Group
PWV icon

CIBC Private Wealth Group’s Invesco Large Cap Value ETF PWV Stock Holding History

CIBC Private Wealth Group’s Portfolio PWV Stock Details PWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-95
Closed -$3K – 1534
2018
Q2 		$3K Hold
95
– – ﹤0.01% 1820
2018
Q1 		$3K Buy
95
+5
+6% +$191 ﹤0.01% 1756
2017
Q4 		$3K Buy
+90
New +$3.46K ﹤0.01% 1778

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
WA
WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
KFA
Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of Invesco Large Cap Value ETF (PWV) in Q3 2018, closing a stake of 95 shares — an estimated $3K sold.

CIBC Private Wealth Group first reported a position in PWV in Q4 2017 and held it in 3 quarters. The position peaked at $3K in Q2 2018. 115 funds tracked by Wall St. Rank hold PWV as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining Invesco Large Cap Value ETF position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 95 Invesco Large Cap Value ETF shares in Q3 2018, an estimated $3K.
  • CIBC Private Wealth Group first reported a position in Invesco Large Cap Value ETF in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's Invesco Large Cap Value ETF position peaked at $3K in Q2 2018.
  • 115 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2018.

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