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Chicago Partners Investment Group’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Chicago Partners Investment Group’s Portfolio BMVP Stock Details BMVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-486
Closed -$15K – 398
2018
Q3 		$15K Buy
+486
New +$16.9K ﹤0.01% 735

Other funds holding BMVP

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Chicago Partners Investment Group sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q4 2018, closing a stake of 486 shares — an estimated $15K sold.

Chicago Partners Investment Group first reported a position in BMVP in Q3 2018 and held it in 1 quarter. The position peaked at $15K in Q3 2018. 37 funds tracked by Wall St. Rank hold BMVP as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 486 Invesco Bloomberg MVP Multi-factor ETF shares in Q4 2018, an estimated $15K.
  • Chicago Partners Investment Group first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q3 2018 and held it in 1 quarter.
  • Chicago Partners Investment Group's Invesco Bloomberg MVP Multi-factor ETF position peaked at $15K in Q3 2018.
  • 37 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q4 2018.

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