CIBC World Market
UPGD icon

CIBC World Market’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

CIBC World Market’s Portfolio UPGD Stock Details UPGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-28,501
Closed -$980K – 756
2014
Q1 		$980K Buy
28,501
+687
+2% +$23.1K ﹤0.01% 393
2013
Q4 		$933K Buy
27,814
+205
+0.7% +$6.53K ﹤0.01% 381
2013
Q3 		$848K Sell
27,609
-417
-1% -$12.4K ﹤0.01% 349
2013
Q2 		$793K Buy
+28,026
New +$761K ﹤0.01% 337

Other funds holding UPGD

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return

CIBC World Market's UPGD Position: Q2 2014 in Review

CIBC World Market sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q2 2014, closing a stake of 28,501 shares — an estimated $980K sold.

CIBC World Market first reported a position in UPGD in Q2 2013 and held it in 4 quarters. The position peaked at $980K in Q1 2014. 26 funds tracked by Wall St. Rank hold UPGD as of Q2 2014.

  • CIBC World Market reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q2 2014 after selling out during the quarter.
  • CIBC World Market sold 28,501 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q2 2014, an estimated $980K.
  • CIBC World Market first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q2 2013 and held it in 4 quarters.
  • CIBC World Market's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $980K in Q1 2014.
  • 26 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2014.

Based on CIBC World Market's 13F filing for Q2 2014, filed 8 Aug 2014.