Chicago Partners Investment Group’s Diamond Hill Valuation-Weighted 500 ETF DHVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-3,392	Closed	-$105K	–	1067
2018 Q3	$105K	Buy	+3,392	New	+$115K	0.02%	408

Other funds holding DHVW

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ferris Capital Marlborough, Massachusetts $437M AUM 8.6% 1-Year Est. Return

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

Chicago Partners Investment Group sold out of Diamond Hill Valuation-Weighted 500 ETF (DHVW) in Q4 2018, closing a stake of 3,392 shares — an estimated $105K sold.

Chicago Partners Investment Group first reported a position in DHVW in Q3 2018 and held it in 1 quarter. The position peaked at $105K in Q3 2018. 4 funds tracked by Wall St. Rank hold DHVW as of Q4 2018.

Chicago Partners Investment Group reported no remaining Diamond Hill Valuation-Weighted 500 ETF position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 3,392 Diamond Hill Valuation-Weighted 500 ETF shares in Q4 2018, an estimated $105K.
Chicago Partners Investment Group first reported a position in Diamond Hill Valuation-Weighted 500 ETF in Q3 2018 and held it in 1 quarter.
Chicago Partners Investment Group's Diamond Hill Valuation-Weighted 500 ETF position peaked at $105K in Q3 2018.
4 funds tracked by Wall St. Rank held Diamond Hill Valuation-Weighted 500 ETF as of Q4 2018.

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