CIBC Private Wealth Group
UTF icon

CIBC Private Wealth Group’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

CIBC Private Wealth Group’s Portfolio UTF Stock Details UTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$120K Buy
4,988
+40
+0.8% +$960 ﹤0.01% 1424
2025
Q3 		$123K Buy
4,948
+53
+1% +$1.39K ﹤0.01% 1403
2025
Q2 		$132K Buy
4,895
+2,406
+97% +$61.3K ﹤0.01% 1281
2025
Q1 		$56.3K Buy
2,489
+538
+28% +$13.2K ﹤0.01% 1592
2024
Q4 		$46.7K Buy
1,951
+36
+2% +$905 ﹤0.01% 1704
2024
Q3 		$49.9K Buy
1,915
+35
+2% +$858 ﹤0.01% 1776
2024
Q2 		$43.4K Sell
1,880
-220
-10% -$5.06K ﹤0.01% 1729
2024
Q1 		$49.9K Buy
+2,100
New +$46.1K ﹤0.01% 1684
2018
Q3 		– Sell
-827
Closed -$19K – 1690
2018
Q2 		$19K Sell
827
-2,983
-78% -$65.9K ﹤0.01% 1421
2018
Q1 		$82K Sell
3,810
-477
-11% -$10.7K ﹤0.01% 1056
2017
Q4 		$103K Buy
+4,287
New +$99.4K ﹤0.01% 1035

Other funds holding UTF

PA
Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return