CIBC Private Wealth Group
RFM

CIBC Private Wealth Group’s RiverNorth Flexible Municipal Income Fund RFM Stock Holding History

CIBC Private Wealth Group’s Portfolio RFM Stock Details RFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-670
Closed -$10.8K – 3274
2024
Q1 		$10.8K Buy
+670
New +$10.6K ﹤0.01% 2244

Other funds holding RFM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FWM
Fairhaven Wealth Management Oak Brook, Illinois $320M AUM 17.7% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of RiverNorth Flexible Municipal Income Fund (RFM) in Q2 2024, closing a stake of 670 shares — an estimated $10.8K sold.

CIBC Private Wealth Group first reported a position in RFM in Q1 2024 and held it in 1 quarter. The position peaked at $10.8K in Q1 2024. 17 funds tracked by Wall St. Rank hold RFM as of Q2 2024.

  • CIBC Private Wealth Group reported no remaining RiverNorth Flexible Municipal Income Fund position as of Q2 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 670 RiverNorth Flexible Municipal Income Fund shares in Q2 2024, an estimated $10.8K.
  • CIBC Private Wealth Group first reported a position in RiverNorth Flexible Municipal Income Fund in Q1 2024 and held it in 1 quarter.
  • CIBC Private Wealth Group's RiverNorth Flexible Municipal Income Fund position peaked at $10.8K in Q1 2024.
  • 17 funds tracked by Wall St. Rank held RiverNorth Flexible Municipal Income Fund as of Q2 2024.

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