CIBC Private Wealth Group
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CIBC Private Wealth Group’s USCF Midstream Energy Income Fund UMI Stock Holding History

CIBC Private Wealth Group’s Portfolio UMI Stock Details UMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-415
Closed -$18.6K – 3197
2024
Q3 		$18.6K Buy
+415
New +$18.1K ﹤0.01% 2189

Other funds holding UMI

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
FNBT
FineMark National Bank & Trust Fort Myers, Florida $3.2B AUM 18.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

CIBC Private Wealth Group's UMI Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of USCF Midstream Energy Income Fund (UMI) in Q4 2024, closing a stake of 415 shares — an estimated $18.6K sold.

CIBC Private Wealth Group first reported a position in UMI in Q3 2024 and held it in 1 quarter. The position peaked at $18.6K in Q3 2024. 33 funds tracked by Wall St. Rank hold UMI as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining USCF Midstream Energy Income Fund position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 415 USCF Midstream Energy Income Fund shares in Q4 2024, an estimated $18.6K.
  • CIBC Private Wealth Group first reported a position in USCF Midstream Energy Income Fund in Q3 2024 and held it in 1 quarter.
  • CIBC Private Wealth Group's USCF Midstream Energy Income Fund position peaked at $18.6K in Q3 2024.
  • 33 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.