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Chicago Partners Investment Group’s RLI Corp RLI Stock Holding History

Chicago Partners Investment Group’s Portfolio RLI Stock Details RLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-228
Closed -$8K – 778
2018
Q3 		$8K Sell
228
-112
-33% -$4.2K ﹤0.01% 861
2018
Q2 		$11K Hold
340
– – ﹤0.01% 794
2018
Q1 		$11K Buy
+340
New +$10.5K ﹤0.01% 761
2017
Q4 		– Sell
-554
Closed -$16K – 937
2017
Q3 		$16K Buy
+554
New +$15.2K ﹤0.01% 684

Other funds holding RLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VDI
Vaughan David Investments Peoria, Illinois $5.02B AUM 23.43% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Chicago Partners Investment Group sold out of RLI Corp (RLI) in Q4 2018, closing a stake of 228 shares — an estimated $8K sold.

Chicago Partners Investment Group first reported a position in RLI in Q3 2017 and held it in 4 quarters. The position peaked at $16K in Q3 2017. 226 funds tracked by Wall St. Rank hold RLI as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining RLI Corp position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 228 RLI Corp shares in Q4 2018, an estimated $8K.
  • Chicago Partners Investment Group first reported a position in RLI Corp in Q3 2017 and held it in 4 quarters.
  • Chicago Partners Investment Group's RLI Corp position peaked at $16K in Q3 2017.
  • 226 funds tracked by Wall St. Rank held RLI Corp as of Q4 2018.

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