Chicago Partners Investment Group LLC Buys Eaton Vance Duration Income Fund, iShares Morningstar Small-Cap Value ETFnd, Williams Inc, Sells TE Connectivity, Entergy Corp, Schwab Emerging Markets Equity

Investment company Chicago Partners Investment Group LLC buys Eaton Vance Duration Income Fund, iShares Morningstar Small-Cap Value ETFnd, Williams Inc, First Trust North American Energy Infrastructure F, iShares U.S. Preferred Stock ETF, WisdomTree U.S. MidCap Dividend Fund, SPDR Bloomberg Barclays Convertible Securities, First Trust Preferred Securities and Income ETF, Vanguard Short-Term Corporate Bond ETF, PQ Group Holdings Inc, sells TE Connectivity, Entergy Corp, Schwab Emerging Markets Equity, 3M Co, Wells Fargo during the 3-months ended 2017-12-31, according to the most recent filings of the investment company, Chicago Partners Investment Group LLC. As of 2017-12-31, Chicago Partners Investment Group LLC owns 825 stocks with a total value of $598 million. These are the details of the buys and sells.

For the details of Chicago Partners Investment Group LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Chicago+Partners+Investment+Group+LLC

These are the top 5 holdings of Chicago Partners Investment Group LLC
  1. Berkshire Hathaway Inc (BRK.B) - 130,683 shares, 4.33% of the total portfolio. Shares added by 4.43%
  2. iShares Russell Mid-cap Value (IWS) - 276,081 shares, 4.12% of the total portfolio. Shares added by 8.40%
  3. Enterprise Products Partners LP (EPD) - 897,103 shares, 3.98% of the total portfolio. Shares added by 4.76%
  4. iShares Core S&P Mid-Cap (IJH) - 110,256 shares, 3.5% of the total portfolio. Shares reduced by 0.22%
  5. Brookfield Infrastructure Partners LP (BIP) - 433,165 shares, 3.25% of the total portfolio. Shares added by 3.39%
New Purchase: First Trust North American Energy Infrastructure F (EMLP)

Chicago Partners Investment Group LLC initiated holding in First Trust North American Energy Infrastructure F. The purchase prices were between $24.11 and $25.27, with an estimated average price of $24.61. The stock is now traded at around $21.76. The impact to a portfolio due to this purchase was 0.25%. The holding were 60,351 shares as of 2017-12-31.

New Purchase: iShares U.S. Preferred Stock ETF (PFF)

Chicago Partners Investment Group LLC initiated holding in iShares U.S. Preferred Stock ETF. The purchase prices were between $38.07 and $38.65, with an estimated average price of $38.39. The stock is now traded at around $37.45. The impact to a portfolio due to this purchase was 0.21%. The holding were 32,367 shares as of 2017-12-31.

New Purchase: First Trust Preferred Securities and Income ETF (FPE)

Chicago Partners Investment Group LLC initiated holding in First Trust Preferred Securities and Income ETF. The purchase prices were between $19.69 and $19.92, with an estimated average price of $19.84. The stock is now traded at around $19.45. The impact to a portfolio due to this purchase was 0.12%. The holding were 36,345 shares as of 2017-12-31.

New Purchase: PQ Group Holdings Inc (PQG)

Chicago Partners Investment Group LLC initiated holding in PQ Group Holdings Inc. The purchase prices were between $14.96 and $17.45, with an estimated average price of $16.39. The stock is now traded at around $14.06. The impact to a portfolio due to this purchase was 0.09%. The holding were 31,833 shares as of 2017-12-31.

New Purchase: CenterState Bank Corp (CSFL)

Chicago Partners Investment Group LLC initiated holding in CenterState Bank Corp. The purchase prices were between $25.53 and $27.67, with an estimated average price of $26.65. The stock is now traded at around $26.18. The impact to a portfolio due to this purchase was 0.07%. The holding were 17,195 shares as of 2017-12-31.

New Purchase: FlexShares iBoxx 3 Year Target Duration TIPS Index (TDTT)

Chicago Partners Investment Group LLC initiated holding in FlexShares iBoxx 3 Year Target Duration TIPS Index. The purchase prices were between $24.3 and $24.63, with an estimated average price of $24.49. The stock is now traded at around $24.37. The impact to a portfolio due to this purchase was 0.07%. The holding were 17,950 shares as of 2017-12-31.

Added: Eaton Vance Ltd Duration Income Fund (EVV)

Chicago Partners Investment Group LLC added to a holding in Eaton Vance Ltd Duration Income Fund by 24.26%. The purchase prices were between $13.42 and $14.08, with an estimated average price of $13.75. The stock is now traded at around $12.98. The impact to a portfolio due to this purchase was 0.29%. The holding were 639,929 shares as of 2017-12-31.

Added: iShares Morningstar Small-Cap Value ETFnd (JKL)

Chicago Partners Investment Group LLC added to a holding in iShares Morningstar Small-Cap Value ETFnd by 865.04%. The purchase prices were between $142.96 and $152.44, with an estimated average price of $148.17. The stock is now traded at around $141.36. The impact to a portfolio due to this purchase was 0.28%. The holding were 12,034 shares as of 2017-12-31.

Added: Williams Companies Inc (WMB)

Chicago Partners Investment Group LLC added to a holding in Williams Companies Inc by 180.18%. The purchase prices were between $27.02 and $30.51, with an estimated average price of $29.08. The stock is now traded at around $25.04. The impact to a portfolio due to this purchase was 0.25%. The holding were 76,414 shares as of 2017-12-31.

Added: WisdomTree U.S. MidCap Dividend Fund (DON)

Chicago Partners Investment Group LLC added to a holding in WisdomTree U.S. MidCap Dividend Fund by 241.64%. The purchase prices were between $33.63 and $101.47, with an estimated average price of $64.24. The stock is now traded at around $33.74. The impact to a portfolio due to this purchase was 0.15%. The holding were 35,828 shares as of 2017-12-31.

Added: SPDR Bloomberg Barclays Convertible Securities (CWB)

Chicago Partners Investment Group LLC added to a holding in SPDR Bloomberg Barclays Convertible Securities by 28.06%. The purchase prices were between $50.6 and $52.48, with an estimated average price of $51.45. The stock is now traded at around $51.12. The impact to a portfolio due to this purchase was 0.13%. The holding were 71,229 shares as of 2017-12-31.

Added: Vanguard Short-Term Corporate Bond ETF (VCSH)

Chicago Partners Investment Group LLC added to a holding in Vanguard Short-Term Corporate Bond ETF by 159.72%. The purchase prices were between $79.17 and $80.11, with an estimated average price of $79.72. The stock is now traded at around $78.35. The impact to a portfolio due to this purchase was 0.12%. The holding were 14,342 shares as of 2017-12-31.

Sold Out: Chicago Bridge & Iron Co NV (CBI)

Chicago Partners Investment Group LLC sold out a holding in Chicago Bridge & Iron Co NV. The sale prices were between $13.94 and $18.39, with an estimated average price of $16.3.

Sold Out: RE/MAX Holdings Inc (RMAX)

Chicago Partners Investment Group LLC sold out a holding in RE/MAX Holdings Inc. The sale prices were between $46.3 and $67.2, with an estimated average price of $57.2.

Sold Out: Expedia Group Inc (EXPE)

Chicago Partners Investment Group LLC sold out a holding in Expedia Group Inc. The sale prices were between $117.32 and $153.4, with an estimated average price of $129.88.

Sold Out: Thor Industries Inc (THO)

Chicago Partners Investment Group LLC sold out a holding in Thor Industries Inc. The sale prices were between $125.92 and $155.25, with an estimated average price of $138.81.

Sold Out: Bank of Nova Scotia (BNS)

Chicago Partners Investment Group LLC sold out a holding in Bank of Nova Scotia. The sale prices were between $63.58 and $66.28, with an estimated average price of $64.77.

Sold Out: British American Tobacco PLC (BTI)

Chicago Partners Investment Group LLC sold out a holding in British American Tobacco PLC. The sale prices were between $61.38 and $67.84, with an estimated average price of $65.22.

Reduced: TE Connectivity Ltd (TEL)

Chicago Partners Investment Group LLC reduced to a holding in TE Connectivity Ltd by 28.54%. The sale prices were between $83.79 and $96.23, with an estimated average price of $91.96. The stock is now traded at around $96.46. The impact to a portfolio due to this sale was -0.21%. Chicago Partners Investment Group LLC still held 35,809 shares as of 2017-12-31.

Reduced: Entergy Corp (ETR)

Chicago Partners Investment Group LLC reduced to a holding in Entergy Corp by 55.08%. The sale prices were between $75.68 and $87.42, with an estimated average price of $83.73. The stock is now traded at around $79.34. The impact to a portfolio due to this sale was -0.18%. Chicago Partners Investment Group LLC still held 10,604 shares as of 2017-12-31.

Reduced: Schwab Emerging Markets Equity (SCHE)

Chicago Partners Investment Group LLC reduced to a holding in Schwab Emerging Markets Equity by 56.88%. The sale prices were between $26.89 and $28.34, with an estimated average price of $27.58. The stock is now traded at around $28.18. The impact to a portfolio due to this sale was -0.07%. Chicago Partners Investment Group LLC still held 12,202 shares as of 2017-12-31.

Reduced: Wells Fargo & Co (WFC)

Chicago Partners Investment Group LLC reduced to a holding in Wells Fargo & Co by 43.42%. The sale prices were between $53.19 and $61.61, with an estimated average price of $56.48. The stock is now traded at around $51.18. The impact to a portfolio due to this sale was -0.06%. Chicago Partners Investment Group LLC still held 8,006 shares as of 2017-12-31.

Reduced: 3M Co (MMM)

Chicago Partners Investment Group LLC reduced to a holding in 3M Co by 71.12%. The sale prices were between $212.76 and $241.15, with an estimated average price of $229.89. The stock is now traded at around $218.53. The impact to a portfolio due to this sale was -0.06%. Chicago Partners Investment Group LLC still held 609 shares as of 2017-12-31.

Reduced: Celgene Corp (CELG)

Chicago Partners Investment Group LLC reduced to a holding in Celgene Corp by 30.66%. The sale prices were between $98.17 and $146.52, with an estimated average price of $113.03. The stock is now traded at around $88.29. The impact to a portfolio due to this sale was -0.05%. Chicago Partners Investment Group LLC still held 4,598 shares as of 2017-12-31.



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