Chicago Partners Investment Group’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,073	Closed	-$47K	–	483
2018 Q3	$47K	Hold	1,073	–	–	0.01%	523
2018 Q2	$49K	Hold	1,073	–	–	0.01%	483
2018 Q1	$47K	Hold	1,073	–	–	0.01%	456
2017 Q4	$49K	Buy	1,073 +154	+17%	+$7K	0.01%	453
2017 Q3	$41K	Sell	919 -464	-34%	-$20.9K	0.01%	463
2017 Q2	$61K	Buy	+1,383	New	+$61.5K	0.02%	351

Other funds holding DTRE

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Chicago Partners Investment Group sold out of First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q4 2018, closing a stake of 1,073 shares — an estimated $47K sold.

Chicago Partners Investment Group first reported a position in DTRE in Q2 2017 and held it in 6 quarters. The position peaked at $61K in Q2 2017. 25 funds tracked by Wall St. Rank hold DTRE as of Q4 2018.

Chicago Partners Investment Group reported no remaining First Trust Alerian Disruptive Technology Real Estate ETF position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 1,073 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q4 2018, an estimated $47K.
Chicago Partners Investment Group first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q2 2017 and held it in 6 quarters.
Chicago Partners Investment Group's First Trust Alerian Disruptive Technology Real Estate ETF position peaked at $61K in Q2 2017.
25 funds tracked by Wall St. Rank held First Trust Alerian Disruptive Technology Real Estate ETF as of Q4 2018.

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