Chicago Partners Investment Group’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Chicago Partners Investment Group’s Portfolio AIVL Stock Details AIVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-127	Closed	-$11K	–	333
2018 Q3	$11K	Hold	127	–	–	﹤0.01%	786
2018 Q2	$11K	Hold	127	–	–	﹤0.01%	780
2018 Q1	$11K	Hold	127	–	–	﹤0.01%	749
2017 Q4	$11K	Hold	127	–	–	﹤0.01%	721
2017 Q3	$11K	Sell	127 -127	-50%	-$10.5K	﹤0.01%	751
2017 Q2	$20K	Buy	+254	New	+$20.9K	0.01%	519

Other funds holding AIVL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HCP

Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

Chicago Partners Investment Group's AIVL Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2018, closing a stake of 127 shares — an estimated $11K sold.

Chicago Partners Investment Group first reported a position in AIVL in Q2 2017 and held it in 6 quarters. The position peaked at $20K in Q2 2017. 139 funds tracked by Wall St. Rank hold AIVL as of Q4 2018.

Chicago Partners Investment Group reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 127 WisdomTree US AI Enhanced Value Fund shares in Q4 2018, an estimated $11K.
Chicago Partners Investment Group first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2017 and held it in 6 quarters.
Chicago Partners Investment Group's WisdomTree US AI Enhanced Value Fund position peaked at $20K in Q2 2017.
139 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.