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Chicago Partners Investment Group’s National Beverage FIZZ Stock Holding History

Chicago Partners Investment Group’s Portfolio FIZZ Stock Details FIZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-80
Closed -$4K – 527
2018
Q3 		$4K Sell
80
-588
-88% -$33K ﹤0.01% 946
2018
Q2 		$36K Hold
668
– – 0.01% 549
2018
Q1 		$30K Buy
668
+356
+114% +$17.5K 0.01% 542
2017
Q4 		$15K Sell
312
-356
-53% -$18.3K ﹤0.01% 680
2017
Q3 		$41K Buy
+668
New +$37.1K 0.01% 464

Other funds holding FIZZ

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

Chicago Partners Investment Group sold out of National Beverage (FIZZ) in Q4 2018, closing a stake of 80 shares — an estimated $4K sold.

Chicago Partners Investment Group first reported a position in FIZZ in Q3 2017 and held it in 5 quarters. The position peaked at $41K in Q3 2017. 194 funds tracked by Wall St. Rank hold FIZZ as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining National Beverage position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 80 National Beverage shares in Q4 2018, an estimated $4K.
  • Chicago Partners Investment Group first reported a position in National Beverage in Q3 2017 and held it in 5 quarters.
  • Chicago Partners Investment Group's National Beverage position peaked at $41K in Q3 2017.
  • 194 funds tracked by Wall St. Rank held National Beverage as of Q4 2018.

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