Chicago Partners Investment Group’s Vanguard FTSE Pacific ETF VPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-43	Closed	-$3K	–	997
2018 Q1	$3K	Buy	+43	New	+$3.18K	﹤0.01%	885
2015 Q3	–	Sell	-496	Closed	-$30K	–	456
2015 Q2	$30K	Sell	496 -37	-7%	-$2.34K	0.01%	264
2015 Q1	$30K	Buy	+533	New	+$31.7K	0.01%	261

Other funds holding VPL

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Chicago Partners Investment Group's VPL Position: Q2 2018 in Review

Chicago Partners Investment Group sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2018, closing a stake of 43 shares — an estimated $3K sold.

Chicago Partners Investment Group first reported a position in VPL in Q1 2015 and held it in 3 quarters. The position peaked at $30K in Q2 2015. 252 funds tracked by Wall St. Rank hold VPL as of Q2 2018.

Chicago Partners Investment Group reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 43 Vanguard FTSE Pacific ETF shares in Q2 2018, an estimated $3K.
Chicago Partners Investment Group first reported a position in Vanguard FTSE Pacific ETF in Q1 2015 and held it in 3 quarters.
Chicago Partners Investment Group's Vanguard FTSE Pacific ETF position peaked at $30K in Q2 2015.
252 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2018.

Based on Chicago Partners Investment Group's 13F filing for Q2 2018, filed 31 Aug 2018.