WAM
CIB icon

Wealthspire Advisors (Maryland)’s Grupo Cibest SA CIB Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CIB Stock Details CIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-14
Closed -$1K – 743
2019
Q1 		$1K Hold
14
– – ﹤0.01% 2305
2018
Q4 		$1K Buy
+14
New +$559 ﹤0.01% 2239

Other funds holding CIB

VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CIB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Grupo Cibest SA (CIB) in Q2 2019, closing a stake of 14 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in CIB in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 155 funds tracked by Wall St. Rank hold CIB as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Grupo Cibest SA position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 14 Grupo Cibest SA shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Grupo Cibest SA in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Grupo Cibest SA position peaked at $1K in Q1 2019.
  • 155 funds tracked by Wall St. Rank held Grupo Cibest SA as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.