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Chicago Partners Investment Group’s WisdomTree US Multifactor Fund USMF Stock Holding History

Chicago Partners Investment Group’s Portfolio USMF Stock Details USMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-363
Closed -$10K – 891
2018
Q3 		$10K Buy
363
+30
+9% +$908 ﹤0.01% 826
2018
Q2 		$10K Buy
333
+49
+17% +$1.41K ﹤0.01% 810
2018
Q1 		$8K Buy
+284
New +$8.04K ﹤0.01% 810

Other funds holding USMF

BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

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

Chicago Partners Investment Group sold out of WisdomTree US Multifactor Fund (USMF) in Q4 2018, closing a stake of 363 shares — an estimated $10K sold.

Chicago Partners Investment Group first reported a position in USMF in Q1 2018 and held it in 3 quarters. The position peaked at $10K in Q3 2018. 27 funds tracked by Wall St. Rank hold USMF as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining WisdomTree US Multifactor Fund position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 363 WisdomTree US Multifactor Fund shares in Q4 2018, an estimated $10K.
  • Chicago Partners Investment Group first reported a position in WisdomTree US Multifactor Fund in Q1 2018 and held it in 3 quarters.
  • Chicago Partners Investment Group's WisdomTree US Multifactor Fund position peaked at $10K in Q3 2018.
  • 27 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q4 2018.

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