AIM
FM

Advantage Investment Management’s iShares Frontier and Select EM ETF FM Stock Holding History

Advantage Investment Management’s Portfolio FM Stock Details FM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-303
Closed -$8K – 1051
2018
Q4 		$8K Buy
303
+52
+21% +$1.42K 0.01% 712
2018
Q3 		$8K Buy
+251
New +$7.21K 0.01% 771
2018
Q2 		– Sell
-36
Closed -$1K – 1081
2018
Q1 		$1K Buy
+36
New +$1.25K ﹤0.01% 990
2017
Q4 		– Sell
-251
Closed -$7K – 1124
2017
Q3 		$7K Buy
251
+195
+348% +$5.86K ﹤0.01% 778
2017
Q2 		$2K Buy
+56
New +$1.62K ﹤0.01% 997

Other funds holding FM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFC
Personal Financial Consultants Lafayette, California $133M AUM 5.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return