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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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.