Chicago Partners Investment Group
TILT icon

Chicago Partners Investment Group’s Northern Trust Morningstar US Market Factor Tilt ETF TILT Stock Holding History

Chicago Partners Investment Group’s Portfolio TILT Stock Details TILT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-373
Closed -$40K – 858
2018
Q3 		$40K Hold
373
– – 0.01% 560
2018
Q2 		$42K Hold
373
– – 0.01% 517
2018
Q1 		$41K Hold
373
– – 0.01% 483
2017
Q4 		$42K Hold
373
– – 0.01% 482
2017
Q3 		$39K Sell
373
-373
-50% -$38.3K 0.01% 472
2017
Q2 		$74K Buy
+746
New +$75.1K 0.02% 316

Other funds holding TILT

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $257M AUM 27.57% 1-Year Est. Return
FTI
Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Chicago Partners Investment Group sold out of Northern Trust Morningstar US Market Factor Tilt ETF (TILT) in Q4 2018, closing a stake of 373 shares — an estimated $40K sold.

Chicago Partners Investment Group first reported a position in TILT in Q2 2017 and held it in 6 quarters. The position peaked at $74K in Q2 2017. 47 funds tracked by Wall St. Rank hold TILT as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining Northern Trust Morningstar US Market Factor Tilt ETF position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 373 Northern Trust Morningstar US Market Factor Tilt ETF shares in Q4 2018, an estimated $40K.
  • Chicago Partners Investment Group first reported a position in Northern Trust Morningstar US Market Factor Tilt ETF in Q2 2017 and held it in 6 quarters.
  • Chicago Partners Investment Group's Northern Trust Morningstar US Market Factor Tilt ETF position peaked at $74K in Q2 2017.
  • 47 funds tracked by Wall St. Rank held Northern Trust Morningstar US Market Factor Tilt ETF as of Q4 2018.

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