CPIG
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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 $11.7B AUM 21.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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 $1.62B AUM 17.53% 1-Year Est. Return