CPIG
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Chicago Partners Investment Group’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Chicago Partners Investment Group’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-294
Closed -$35K – 604
2018
Q3 		$35K Hold
294
– – 0.01% 578
2018
Q2 		$35K Hold
294
– – 0.01% 555
2018
Q1 		$35K Hold
294
– – 0.01% 508
2017
Q4 		$36K Hold
294
– – 0.01% 503
2017
Q3 		$36K Buy
+294
New +$36.5K 0.01% 485
2017
Q2 		– Sell
-196
Closed -$24K – 717
2017
Q1 		$24K Hold
196
– – 0.01% 393
2016
Q4 		$24K Buy
+196
New +$24.3K 0.01% 370

Other funds holding IEI

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Ameriprise
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PCA
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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.49B AUM 20.06% 1-Year Est. Return