CPIG
SYSB

Chicago Partners Investment Group’s iShares Systematic Bond ETF SYSB Stock Holding History

Chicago Partners Investment Group’s Portfolio SYSB Stock Details SYSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,519
Closed -$146K – 525
2018
Q3 		$146K Buy
1,519
+178
+13% +$17.3K 0.02% 346
2018
Q2 		$130K Hold
1,341
– – 0.02% 339
2018
Q1 		$131K Buy
+1,341
New +$132K 0.02% 314

Other funds holding SYSB

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WPSG
Wealth & Pension Services Group Atlanta, Georgia $138M AUM 1.38% 1-Year Est. Return
RCG
Ruggie Capital Group Tavares, Florida $1.94M AUM 7.96% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Chicago Partners Investment Group sold out of iShares Systematic Bond ETF (SYSB) in Q4 2018, closing a stake of 1,519 shares — an estimated $146K sold.

Chicago Partners Investment Group first reported a position in SYSB in Q1 2018 and held it in 3 quarters. The position peaked at $146K in Q3 2018. 28 funds tracked by Wall St. Rank hold SYSB as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining iShares Systematic Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 1,519 iShares Systematic Bond ETF shares in Q4 2018, an estimated $146K.
  • Chicago Partners Investment Group first reported a position in iShares Systematic Bond ETF in Q1 2018 and held it in 3 quarters.
  • Chicago Partners Investment Group's iShares Systematic Bond ETF position peaked at $146K in Q3 2018.
  • 28 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q4 2018.

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