Chicago Partners Investment Group’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-323	Closed	-$9K	–	491
2018 Q3	$9K	Sell	323 -370	-53%	-$11.4K	﹤0.01%	839
2018 Q2	$21K	Hold	693	–	–	﹤0.01%	648
2018 Q1	$25K	Hold	693	–	–	﹤0.01%	575
2017 Q4	$23K	Hold	693	–	–	﹤0.01%	585
2017 Q3	$21K	Buy	+693	New	+$21.5K	﹤0.01%	617
2017 Q2	–	Sell	-1,035	Closed	-$30K	–	676
2017 Q1	$30K	Buy	1,035 +667	+181%	+$19.3K	0.01%	365
2016 Q4	$10K	Buy	+368	New	+$9.84K	﹤0.01%	430

Other funds holding EDIV

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

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

Chicago Partners Investment Group sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q4 2018, closing a stake of 323 shares — an estimated $9K sold.

Chicago Partners Investment Group first reported a position in EDIV in Q4 2016 and held it in 7 quarters. The position peaked at $30K in Q1 2017. 92 funds tracked by Wall St. Rank hold EDIV as of Q4 2018.

Chicago Partners Investment Group reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 323 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q4 2018, an estimated $9K.
Chicago Partners Investment Group first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2016 and held it in 7 quarters.
Chicago Partners Investment Group's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $30K in Q1 2017.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q4 2018.

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