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	–	716
2017 Q1	$24K	Hold	196	–	–	0.01%	393
2016 Q4	$24K	Buy	+196	New	+$24.3K	0.01%	370

Other funds holding IEI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Keel Point Huntsville, Alabama $1.69B AUM 20.79% 1-Year Est. Return

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

Chicago Partners Investment Group sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2018, closing a stake of 294 shares — an estimated $35K sold.

Chicago Partners Investment Group first reported a position in IEI in Q4 2016 and held it in 7 quarters. The position peaked at $36K in Q4 2017. 344 funds tracked by Wall St. Rank hold IEI as of Q4 2018.

Chicago Partners Investment Group reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 294 iShares 3-7 Year Treasury Bond ETF shares in Q4 2018, an estimated $35K.
Chicago Partners Investment Group first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2016 and held it in 7 quarters.
Chicago Partners Investment Group's iShares 3-7 Year Treasury Bond ETF position peaked at $36K in Q4 2017.
344 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2018.

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