Chicago Partners Investment Group’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-208	Closed	-$10K	–	837
2018 Q3	$10K	Buy	+208	New	+$10.2K	﹤0.01%	824

Other funds holding STOT

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

1NWS

1 North Wealth Services Annapolis, Maryland $277M AUM 15.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Chicago Partners Investment Group sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q4 2018, closing a stake of 208 shares — an estimated $10K sold.

Chicago Partners Investment Group first reported a position in STOT in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 21 funds tracked by Wall St. Rank hold STOT as of Q4 2018.

Chicago Partners Investment Group reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 208 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q4 2018, an estimated $10K.
Chicago Partners Investment Group first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q3 2018 and held it in 1 quarter.
Chicago Partners Investment Group's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $10K in Q3 2018.
21 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q4 2018.

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