0001563525-19-000003.txt : 20190724 0001563525-19-000003.hdr.sgml : 20190724 20190724164611 ACCESSION NUMBER: 0001563525-19-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190724 DATE AS OF CHANGE: 20190724 EFFECTIVENESS DATE: 20190724 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Chicago Partners Investment Group LLC CENTRAL INDEX KEY: 0001563525 IRS NUMBER: 262835793 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16932 FILM NUMBER: 19971517 BUSINESS ADDRESS: STREET 1: 1 NORTH WACKER DRIVE STREET 2: SUITE 4110 CITY: CHICAGO STATE: IL ZIP: 60606 BUSINESS PHONE: 3122846363 MAIL ADDRESS: STREET 1: 1 NORTH WACKER DRIVE STREET 2: SUITE 4110 CITY: CHICAGO STATE: IL ZIP: 60606 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001563525 XXXXXXXX 06-30-2019 06-30-2019 Chicago Partners Investment Group LLC

1 NORTH WACKER DRIVE SUITE 4110 CHICAGO IL 60606

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87612G101 3158 78884 SH SOLE 0 0 78884 TD AMERITRADE HLDG CORP COM 87236Y108 341 6514 SH SOLE 0 0 6514 TE CONNECTIVITY LTD REG SHS H84989104 3257 36400 SH SOLE 0 0 36400 TORONTO DOMINION BK ONT COM NEW 891160509 254 4331 SH SOLE 0 0 4331 TUPPERWARE BRANDS CORP COM 899896104 365 20292 SH SOLE 0 0 20292 U S SILICA HLDGS INC COM 90345E103 136 11819 SH SOLE 0 0 11819 UBS AG JERSEY BRH ALERIAN INFRST 902641646 1121 49552 SH SOLE 0 0 49552 UNION PACIFIC CORP COM 907818108 2240 12904 SH SOLE 0 0 12904 UNITED PARCEL SERVICE INC CL B 911312106 203 1954 SH SOLE 0 0 1954 UNITED TECHNOLOGIES CORP COM 913017109 751 5645 SH SOLE 0 0 5645 US BANCORP DEL COM NEW 902973304 648 11709 SH SOLE 0 0 11709 USA COMPRESSION PARTNERS LP COMUNIT LTDPAR 90290N109 1346 71455 SH SOLE 0 0 71455 VANECK VECTORS ETF TR PFD SECS EX FINL 92189F429 398 19974 SH SOLE 0 0 19974 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 416 5178 SH SOLE 0 0 5178 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 2749 33136 SH SOLE 0 0 33136 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 489 8466 SH SOLE 0 0 8466 VANGUARD INDEX FDS TOTAL STK MKT 922908769 478 3145 SH SOLE 0 0 3145 VANGUARD INDEX FDS SMALL CP ETF 922908751 6760 43154 SH SOLE 0 0 43154 VANGUARD INDEX FDS LARGE CAP ETF 922908637 469 3424 SH SOLE 0 0 3424 VANGUARD INDEX FDS GROWTH ETF 922908736 18403 109679 SH SOLE 0 0 109679 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 7066 80897 SH SOLE 0 0 80897 VANGUARD INDEX FDS VALUE ETF 922908744 7688 68806 SH SOLE 0 0 68806 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1438 7634 SH SOLE 0 0 7634 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1867 14457 SH SOLE 0 0 14457 VANGUARD INDEX FDS MID CAP ETF 922908629 18303 108384 SH SOLE 0 0 108384 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 21744 79472 SH SOLE 0 0 79472 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 5127 45880 SH SOLE 0 0 45880 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1191 27893 SH SOLE 0 0 27893 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1880 36869 SH SOLE 0 0 36869 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 399 3791 SH SOLE 0 0 3791 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 466 9426 SH SOLE 0 0 9426 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 757 8428 SH SOLE 0 0 8428 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 454 5635 SH SOLE 0 0 5635 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 732 17582 SH SOLE 0 0 17582 VANGUARD WELLINGTON FD US MOMENTUM 921935508 356 4232 SH SOLE 0 0 4232 VERIZON COMMUNICATIONS INC COM 92343V104 875 15759 SH SOLE 0 0 15759 VISA INC COM CL A 92826C839 1321 7313 SH SOLE 0 0 7313 WALMART INC COM 931142103 261 2315 SH SOLE 0 0 2315 WASTE MGMT INC DEL COM 94106L109 989 8444 SH SOLE 0 0 8444 WELLS FARGO CO NEW PERP PFD CNV A 949746804 847 610 SH SOLE 0 0 610 WELLS FARGO CO NEW COM 949746101 750 16143 SH SOLE 0 0 16143 WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 1013 32522 SH SOLE 0 0 32522 WILLIAMS COS INC DEL COM 969457100 9750 352995 SH SOLE 0 0 352995 WISDOMTREE TR US MIDCAP FUND 97717W570 383 9680 SH SOLE 0 0 9680 WISDOMTREE TR US SMALLCAP FUND 97717W562 491 14061 SH SOLE 0 0 14061 WISDOMTREE TR US SMALLCAP DIVD 97717W604 1421 53255 SH SOLE 0 0 53255 WISDOMTREE TR US MIDCAP DIVID 97717W505 1946 53965 SH SOLE 0 0 53965 WISDOMTREE TR US LARGECAP FUND 97717W588 661 19699 SH SOLE 0 0 19699 WISDOMTREE TR INTL LRGCAP DV 97717W794 459 9793 SH SOLE 0 0 9793 WISDOMTREE TR US LARGECAP DIVD 97717W307 1159 11806 SH SOLE 0 0 11806 WISDOMTREE TR EMG MKTS SMCAP 97717W281 671 14130 SH SOLE 0 0 14130 WISDOMTREE TR INTL MIDCAP DV 97717W778 200 3252 SH SOLE 0 0 3252 XCEL ENERGY INC COM 98389B100 244 4020 SH SOLE 0 0 4020 ZIONS BANCORPORATION N A COM 989701107 208 4606 SH SOLE 0 0 4606