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Chicago Partners Investment Group’s Sally Beauty Holdings SBH Stock Holding History

Chicago Partners Investment Group’s Portfolio SBH Stock Details SBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-464
Closed -$7K – 1095
2018
Q2 		$7K Hold
464
– – ﹤0.01% 851
2018
Q1 		$8K Buy
+464
New +$7.96K ﹤0.01% 808
2017
Q4 		– Sell
-775
Closed -$15K – 943
2017
Q3 		$15K Buy
+775
New +$15.2K ﹤0.01% 702

Other funds holding SBH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Chicago Partners Investment Group's SBH Position: Q3 2018 in Review

Chicago Partners Investment Group sold out of Sally Beauty Holdings (SBH) in Q3 2018, closing a stake of 464 shares — an estimated $7K sold.

Chicago Partners Investment Group first reported a position in SBH in Q3 2017 and held it in 3 quarters. The position peaked at $15K in Q3 2017. 225 funds tracked by Wall St. Rank hold SBH as of Q3 2018.

  • Chicago Partners Investment Group reported no remaining Sally Beauty Holdings position as of Q3 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 464 Sally Beauty Holdings shares in Q3 2018, an estimated $7K.
  • Chicago Partners Investment Group first reported a position in Sally Beauty Holdings in Q3 2017 and held it in 3 quarters.
  • Chicago Partners Investment Group's Sally Beauty Holdings position peaked at $15K in Q3 2017.
  • 225 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q3 2018.

Based on Chicago Partners Investment Group's 13F filing for Q3 2018, filed 5 Nov 2018.