CIBC Private Wealth Group
XLIS

CIBC Private Wealth Group’s POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO XLIS Stock Holding History

CIBC Private Wealth Group’s Portfolio XLIS Stock Details XLIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-450
Closed -$29K – 2203
2018
Q1 		$29K Sell
450
-150
-25% -$9.67K ﹤0.01% 1294
2017
Q4 		$39K Buy
+600
New +$39K ﹤0.01% 1246

Other funds holding XLIS

KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CIBC Private Wealth Group's XLIS Position: Q2 2018 in Review

CIBC Private Wealth Group sold out of POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO (XLIS) in Q2 2018, closing a stake of 450 shares — an estimated $29K sold.

CIBC Private Wealth Group first reported a position in XLIS in Q4 2017 and held it in 2 quarters. The position peaked at $39K in Q4 2017. 3 funds tracked by Wall St. Rank hold XLIS as of Q2 2018.

  • CIBC Private Wealth Group reported no remaining POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 450 POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO shares in Q2 2018, an estimated $29K.
  • CIBC Private Wealth Group first reported a position in POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO in Q4 2017 and held it in 2 quarters.
  • CIBC Private Wealth Group's POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO position peaked at $39K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO as of Q2 2018.

Based on CIBC Private Wealth Group's 13F filing for Q2 2018, filed 2 Aug 2018.