CIBC Private Wealth Group
TDF

CIBC Private Wealth Group’s Templeton Dragon Fund TDF Stock Holding History

CIBC Private Wealth Group’s Portfolio TDF Stock Details TDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$7 – 3296
2024
Q1 		$7 Buy
+1
New +$8 ﹤0.01% 3052
2018
Q3 		– Sell
-1,666
Closed -$36K – 1645
2018
Q2 		$36K Hold
1,666
– – ﹤0.01% 1244
2018
Q1 		$37K Hold
1,666
– – ﹤0.01% 1234
2017
Q4 		$36K Buy
+1,666
New +$35.6K ﹤0.01% 1258

Other funds holding TDF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

CIBC Private Wealth Group sold out of Templeton Dragon Fund (TDF) in Q2 2024, closing a stake of 1 share — an estimated $7 sold.

CIBC Private Wealth Group first reported a position in TDF in Q4 2017 and held it in 4 quarters. The position peaked at $37K in Q1 2018. 37 funds tracked by Wall St. Rank hold TDF as of Q2 2024.

  • CIBC Private Wealth Group reported no remaining Templeton Dragon Fund position as of Q2 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1 Templeton Dragon Fund share in Q2 2024, an estimated $7.
  • CIBC Private Wealth Group first reported a position in Templeton Dragon Fund in Q4 2017 and held it in 4 quarters.
  • CIBC Private Wealth Group's Templeton Dragon Fund position peaked at $37K in Q1 2018.
  • 37 funds tracked by Wall St. Rank held Templeton Dragon Fund as of Q2 2024.

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