CIBC Private Wealth Group
RWW

CIBC Private Wealth Group’s Invesco S&P Financials Revenue ETF RWW Stock Holding History

CIBC Private Wealth Group’s Portfolio RWW Stock Details RWW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-101
Closed -$7K – 1911
2018
Q2 		$7K Hold
101
– – ﹤0.01% 1666
2018
Q1 		$7K Hold
101
– – ﹤0.01% 1618
2017
Q4 		$7K Buy
+101
New +$6.73K ﹤0.01% 1639

Other funds holding RWW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of Invesco S&P Financials Revenue ETF (RWW) in Q3 2018, closing a stake of 101 shares — an estimated $7K sold.

CIBC Private Wealth Group first reported a position in RWW in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q2 2018. 18 funds tracked by Wall St. Rank hold RWW as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining Invesco S&P Financials Revenue ETF position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 101 Invesco S&P Financials Revenue ETF shares in Q3 2018, an estimated $7K.
  • CIBC Private Wealth Group first reported a position in Invesco S&P Financials Revenue ETF in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's Invesco S&P Financials Revenue ETF position peaked at $7K in Q2 2018.
  • 18 funds tracked by Wall St. Rank held Invesco S&P Financials Revenue ETF as of Q3 2018.

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