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Chicago Partners Investment Group’s Brown & Brown BRO Stock Holding History

Chicago Partners Investment Group’s Portfolio BRO Stock Details BRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-592
Closed -$17K – 406
2018
Q3 		$17K Buy
+592
New +$17.6K ﹤0.01% 713

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First Eagle Investment Management
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Chicago Partners Investment Group sold out of Brown & Brown (BRO) in Q4 2018, closing a stake of 592 shares — an estimated $17K sold.

Chicago Partners Investment Group first reported a position in BRO in Q3 2018 and held it in 1 quarter. The position peaked at $17K in Q3 2018. 320 funds tracked by Wall St. Rank hold BRO as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining Brown & Brown position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 592 Brown & Brown shares in Q4 2018, an estimated $17K.
  • Chicago Partners Investment Group first reported a position in Brown & Brown in Q3 2018 and held it in 1 quarter.
  • Chicago Partners Investment Group's Brown & Brown position peaked at $17K in Q3 2018.
  • 320 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2018.

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