CPIG
OLP

Chicago Partners Investment Group’s One Liberty Properties OLP Stock Holding History

Chicago Partners Investment Group’s Portfolio OLP Stock Details OLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,500
Closed -$64K – 725
2018
Q3 		$64K Buy
2,500
+1,500
+150% +$41.8K 0.01% 486
2018
Q2 		$26K Sell
1,000
-500
-33% -$12.4K ﹤0.01% 611
2018
Q1 		$33K Sell
1,500
-500
-25% -$11.9K 0.01% 520
2017
Q4 		$52K Buy
2,000
+1,000
+100% +$25.6K 0.01% 445
2017
Q3 		$24K Sell
1,000
-1,000
-50% -$24K ﹤0.01% 583
2017
Q2 		$48K Buy
+2,000
New +$47.1K 0.01% 393

Other funds holding OLP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Chicago Partners Investment Group sold out of One Liberty Properties (OLP) in Q4 2018, closing a stake of 2,500 shares — an estimated $64K sold.

Chicago Partners Investment Group first reported a position in OLP in Q2 2017 and held it in 6 quarters. The position peaked at $64K in Q3 2018. 111 funds tracked by Wall St. Rank hold OLP as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining One Liberty Properties position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 2,500 One Liberty Properties shares in Q4 2018, an estimated $64K.
  • Chicago Partners Investment Group first reported a position in One Liberty Properties in Q2 2017 and held it in 6 quarters.
  • Chicago Partners Investment Group's One Liberty Properties position peaked at $64K in Q3 2018.
  • 111 funds tracked by Wall St. Rank held One Liberty Properties as of Q4 2018.

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