Chicago Partners Investment Group’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-846	Closed	-$25K	–	618
2018 Q3	$25K	Hold	846	–	–	﹤0.01%	643
2018 Q2	$28K	Hold	846	–	–	﹤0.01%	589
2018 Q1	$26K	Hold	846	–	–	﹤0.01%	569
2017 Q4	$25K	Buy	846 +6	+0.7%	+$175	﹤0.01%	573
2017 Q3	$24K	Sell	840 -840	-50%	-$22.8K	﹤0.01%	581
2017 Q2	$43K	Buy	+1,680	New	+$43.9K	0.01%	407

Other funds holding ISCG

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Chicago Partners Investment Group sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q4 2018, closing a stake of 846 shares — an estimated $25K sold.

Chicago Partners Investment Group first reported a position in ISCG in Q2 2017 and held it in 6 quarters. The position peaked at $43K in Q2 2017. 58 funds tracked by Wall St. Rank hold ISCG as of Q4 2018.

Chicago Partners Investment Group reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 846 iShares Morningstar Small-Cap Growth ETF shares in Q4 2018, an estimated $25K.
Chicago Partners Investment Group first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2017 and held it in 6 quarters.
Chicago Partners Investment Group's iShares Morningstar Small-Cap Growth ETF position peaked at $43K in Q2 2017.
58 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q4 2018.

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