CPIG
FIF

Chicago Partners Investment Group’s FIRST TRUST ENERGY INFRASTRUCTURE FUND FIF Stock Holding History

Chicago Partners Investment Group’s Portfolio FIF Stock Details FIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-715
Closed -$10K – 967
2018
Q3 		$10K Hold
715
– – ﹤0.01% 830
2018
Q2 		$12K Buy
+715
New +$11.3K ﹤0.01% 777

Other funds holding FIF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $666B AUM 30.12% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AIA
Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return

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

Chicago Partners Investment Group sold out of FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) in Q4 2018, closing a stake of 715 shares — an estimated $10K sold.

Chicago Partners Investment Group first reported a position in FIF in Q2 2018 and held it in 2 quarters. The position peaked at $12K in Q2 2018. 44 funds tracked by Wall St. Rank hold FIF as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining FIRST TRUST ENERGY INFRASTRUCTURE FUND position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 715 FIRST TRUST ENERGY INFRASTRUCTURE FUND shares in Q4 2018, an estimated $10K.
  • Chicago Partners Investment Group first reported a position in FIRST TRUST ENERGY INFRASTRUCTURE FUND in Q2 2018 and held it in 2 quarters.
  • Chicago Partners Investment Group's FIRST TRUST ENERGY INFRASTRUCTURE FUND position peaked at $12K in Q2 2018.
  • 44 funds tracked by Wall St. Rank held FIRST TRUST ENERGY INFRASTRUCTURE FUND as of Q4 2018.

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