Chicago Partners Investment Group
ARKW icon

Chicago Partners Investment Group’s ARK Next Generation Technology ETF ARKW Stock Holding History

Chicago Partners Investment Group’s Portfolio ARKW Stock Details ARKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-300
Closed -$15K – 353
2018
Q3 		$15K Hold
300
– – ﹤0.01% 733
2018
Q2 		$17K Hold
300
– – ﹤0.01% 691
2018
Q1 		$15K Buy
+300
New +$15.2K ﹤0.01% 688

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Stephens Inc
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $360M AUM 83.37% 1-Year Est. Return
Mariner Independent Advisor Network
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Chicago Partners Investment Group sold out of ARK Next Generation Technology ETF (ARKW) in Q4 2018, closing a stake of 300 shares — an estimated $15K sold.

Chicago Partners Investment Group first reported a position in ARKW in Q1 2018 and held it in 3 quarters. The position peaked at $17K in Q2 2018. 69 funds tracked by Wall St. Rank hold ARKW as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining ARK Next Generation Technology ETF position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 300 ARK Next Generation Technology ETF shares in Q4 2018, an estimated $15K.
  • Chicago Partners Investment Group first reported a position in ARK Next Generation Technology ETF in Q1 2018 and held it in 3 quarters.
  • Chicago Partners Investment Group's ARK Next Generation Technology ETF position peaked at $17K in Q2 2018.
  • 69 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q4 2018.

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