Chicago Partners Investment Group LLC Buys iShares Edge MSCI USA Momentum Factor, Wells Fargo, UBS AG ETN, Sells Duke Energy Corp, Enbridge Inc, Archrock Partners LP

Investment company Chicago Partners Investment Group LLC buys iShares Edge MSCI USA Momentum Factor, Wells Fargo, UBS AG ETN, First Trust Low Duration Opportunities ETF, Microsoft Corp, Invesco S&P 500 Equal Weight, FlexShares Global Upstream Natural Resources Index, Facebook Inc, JPMorgan Chase, Fidelity National Information Services Inc, sells Duke Energy Corp, Enbridge Inc, Archrock Partners LP, Blackrock Municipal 2018 Term Trust, Invesco DB Oil Fund during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, Chicago Partners Investment Group LLC. As of 2018-06-30, Chicago Partners Investment Group LLC owns 906 stocks with a total value of $623 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) - 143,285 shares, 4.3% of the total portfolio. Shares added by 4.48%
  2. iShares Russell Mid-cap Value (IWS) - 299,370 shares, 4.25% of the total portfolio. Shares added by 1.02%
  3. Enterprise Products Partners LP (EPD) - 931,163 shares, 4.14% of the total portfolio. Shares added by 2.12%
  4. iShares Core S&P Mid-Cap (IJH) - 110,000 shares, 3.44% of the total portfolio. Shares reduced by 0.47%
  5. Vanguard S&P 500 (VOO) - 83,490 shares, 3.35% of the total portfolio. Shares added by 1.95%
New Purchase: UBS AG ETN (MLPI)

Chicago Partners Investment Group LLC initiated holding in UBS AG ETN. The purchase prices were between $20.9 and $23.97, with an estimated average price of $22.64. The stock is now traded at around $24.57. The impact to a portfolio due to this purchase was 0.18%. The holding were 48,130 shares as of 2018-06-30.

New Purchase: First Trust Low Duration Opportunities ETF (LMBS)

Chicago Partners Investment Group LLC initiated holding in First Trust Low Duration Opportunities ETF. The purchase prices were between $51.03 and $51.43, with an estimated average price of $51.23. The stock is now traded at around $51.15. The impact to a portfolio due to this purchase was 0.17%. The holding were 20,248 shares as of 2018-06-30.

New Purchase: Invesco S&P 500 Equal Weight (RSP)

Chicago Partners Investment Group LLC initiated holding in Invesco S&P 500 Equal Weight. The purchase prices were between $97.3 and $104.54, with an estimated average price of $101.37. The stock is now traded at around $107.11. The impact to a portfolio due to this purchase was 0.15%. The holding were 9,013 shares as of 2018-06-30.

New Purchase: FlexShares Global Upstream Natural Resources Index (GUNR)

Chicago Partners Investment Group LLC initiated holding in FlexShares Global Upstream Natural Resources Index. The purchase prices were between $32.11 and $35.4, with an estimated average price of $34.15. The stock is now traded at around $33.13. The impact to a portfolio due to this purchase was 0.14%. The holding were 26,593 shares as of 2018-06-30.

New Purchase: Evergy Inc (EVRG)

Chicago Partners Investment Group LLC initiated holding in Evergy Inc. The purchase prices were between $50.65 and $57.04, with an estimated average price of $53.33. The stock is now traded at around $57.05. The impact to a portfolio due to this purchase was 0.07%. The holding were 7,350 shares as of 2018-06-30.

New Purchase: Vanguard Total International Bond ETF (BNDX)

Chicago Partners Investment Group LLC initiated holding in Vanguard Total International Bond ETF. The purchase prices were between $54.1 and $54.76, with an estimated average price of $54.51. The stock is now traded at around $54.72. The impact to a portfolio due to this purchase was 0.07%. The holding were 7,455 shares as of 2018-06-30.

Added: iShares Edge MSCI USA Momentum Factor (MTUM)

Chicago Partners Investment Group LLC added to a holding in iShares Edge MSCI USA Momentum Factor by 467.30%. The purchase prices were between $102.58 and $114.35, with an estimated average price of $109.49. The stock is now traded at around $118.18. The impact to a portfolio due to this purchase was 0.51%. The holding were 35,184 shares as of 2018-06-30.

Added: Wells Fargo & Co (WFCPL.PFD)

Chicago Partners Investment Group LLC added to a holding in Wells Fargo & Co by 6516.67%. The purchase prices were between $1253 and $1289, with an estimated average price of $1272.18. The stock is now traded at around $1297.00. The impact to a portfolio due to this purchase was 0.24%. The holding were 1,191 shares as of 2018-06-30.

Added: Microsoft Corp (MSFT)

Chicago Partners Investment Group LLC added to a holding in Microsoft Corp by 41.41%. The purchase prices were between $88.52 and $102.49, with an estimated average price of $96.89. The stock is now traded at around $112.33. The impact to a portfolio due to this purchase was 0.17%. The holding were 37,040 shares as of 2018-06-30.

Added: Facebook Inc (FB)

Chicago Partners Investment Group LLC added to a holding in Facebook Inc by 89.42%. The purchase prices were between $155.1 and $202, with an estimated average price of $180.53. The stock is now traded at around $175.73. The impact to a portfolio due to this purchase was 0.11%. The holding were 7,666 shares as of 2018-06-30.

Added: JPMorgan Chase & Co (JPM)

Chicago Partners Investment Group LLC added to a holding in JPMorgan Chase & Co by 37.63%. The purchase prices were between $103.24 and $114.29, with an estimated average price of $109.74. The stock is now traded at around $114.58. The impact to a portfolio due to this purchase was 0.1%. The holding were 21,597 shares as of 2018-06-30.

Added: Universal Display Corp (OLED)

Chicago Partners Investment Group LLC added to a holding in Universal Display Corp by 2258.08%. The purchase prices were between $80.75 and $103.6, with an estimated average price of $95.3. The stock is now traded at around $122.40. The impact to a portfolio due to this purchase was 0.09%. The holding were 6,862 shares as of 2018-06-30.

Sold Out: Archrock Partners LP (APLP)

Chicago Partners Investment Group LLC sold out a holding in Archrock Partners LP. The sale prices were between $11.69 and $15.3, with an estimated average price of $14.1.

Sold Out: Invesco Dynamic Large Cap Growth (PWB)

Chicago Partners Investment Group LLC sold out a holding in Invesco Dynamic Large Cap Growth. The sale prices were between $41.86 and $46.81, with an estimated average price of $44.59.

Sold Out: Invesco DB Oil Fund (DBO)

Chicago Partners Investment Group LLC sold out a holding in Invesco DB Oil Fund. The sale prices were between $10.87 and $12.64, with an estimated average price of $11.86.

Sold Out: Total SA (TOT)

Chicago Partners Investment Group LLC sold out a holding in Total SA. The sale prices were between $56.81 and $64.24, with an estimated average price of $61.26.

Sold Out: Invesco FTSE RAFI US 1000 (PRF)

Chicago Partners Investment Group LLC sold out a holding in Invesco FTSE RAFI US 1000. The sale prices were between $107.92 and $116.01, with an estimated average price of $112.71.

Sold Out: Gramercy Property Trust (GPT)

Chicago Partners Investment Group LLC sold out a holding in Gramercy Property Trust. The sale prices were between $21.37 and $27.68, with an estimated average price of $25.58.



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