Chicago Partners Investment Group’s Global X MSCI Next Emerging & Frontier ETF EMFM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-4,408	Closed	-$88K	–	964
2018 Q3	$88K	Buy	4,408 +1,424	+48%	+$30.6K	0.01%	434
2018 Q2	$64K	Hold	2,984	–	–	0.01%	446
2018 Q1	$73K	Hold	2,984	–	–	0.01%	400
2017 Q4	$72K	Hold	2,984	–	–	0.01%	407
2017 Q3	$69K	Buy	+2,984	New	+$67.9K	0.01%	393
2017 Q2	–	Sell	-2,984	Closed	-$61K	–	818
2017 Q1	$61K	Sell	2,984 -4,029	-57%	-$80.2K	0.02%	298
2016 Q4	$129K	Hold	7,013	–	–	0.05%	209
2016 Q3	$145K	Hold	7,013	–	–	0.06%	198
2016 Q2	$141K	Hold	7,013	–	–	0.07%	164
2016 Q1	$136K	Buy	7,013 +196	+3%	+$3.4K	0.07%	158
2015 Q4	$118K	Hold	6,817	–	–	0.06%	210
2015 Q3	$122K	Buy	+6,817	New	+$135K	0.07%	168

Other funds holding EMFM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

IWA

Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Chicago Partners Investment Group sold out of Global X MSCI Next Emerging & Frontier ETF (EMFM) in Q4 2018, closing a stake of 4,408 shares — an estimated $88K sold.

Chicago Partners Investment Group first reported a position in EMFM in Q3 2015 and held it in 12 quarters. The position peaked at $145K in Q3 2016. 11 funds tracked by Wall St. Rank hold EMFM as of Q4 2018.

Chicago Partners Investment Group reported no remaining Global X MSCI Next Emerging & Frontier ETF position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 4,408 Global X MSCI Next Emerging & Frontier ETF shares in Q4 2018, an estimated $88K.
Chicago Partners Investment Group first reported a position in Global X MSCI Next Emerging & Frontier ETF in Q3 2015 and held it in 12 quarters.
Chicago Partners Investment Group's Global X MSCI Next Emerging & Frontier ETF position peaked at $145K in Q3 2016.
11 funds tracked by Wall St. Rank held Global X MSCI Next Emerging & Frontier ETF as of Q4 2018.

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