CIBC Private Wealth Group
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CIBC Private Wealth Group’s Special Opportunities Fund SPE Stock Holding History

CIBC Private Wealth Group’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-5,927
Closed -$85K – 1615
2018
Q2 		$85K Hold
5,927
– – ﹤0.01% 1060
2018
Q1 		$83K Hold
5,927
– – ﹤0.01% 1052
2017
Q4 		$84K Buy
+5,927
New +$89.1K ﹤0.01% 1066

Other funds holding SPE

Relative Value Partners Group
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Ancora Advisors
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
Rivernorth Capital Management
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
WPA
Winning Points Advisors Boca Raton, Florida $75.9M AUM
Thomas J. Herzfeld Advisors
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of Special Opportunities Fund (SPE) in Q3 2018, closing a stake of 5,927 shares — an estimated $85K sold.

CIBC Private Wealth Group first reported a position in SPE in Q4 2017 and held it in 3 quarters. The position peaked at $85K in Q2 2018. 28 funds tracked by Wall St. Rank hold SPE as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining Special Opportunities Fund position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 5,927 Special Opportunities Fund shares in Q3 2018, an estimated $85K.
  • CIBC Private Wealth Group first reported a position in Special Opportunities Fund in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's Special Opportunities Fund position peaked at $85K in Q2 2018.
  • 28 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q3 2018.

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