AP
FM

AHL Partners’s iShares Frontier and Select EM ETF FM Stock Holding History

AHL Partners’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
2017
Q4 		$6M Buy
181,123
+15,926
+10% +$514K 0.09% 424
2017
Q3 		$5.18M Buy
165,197
+22,363
+16% +$672K 0.09% 393
2017
Q2 		$4.08M Sell
142,834
-25,099
-15% -$726K 0.09% 418
2017
Q1 		$4.66M Buy
+167,933
New +$4.62M 0.1% 363
2016
Q4 		– Sell
-12,282
Closed -$315K – 1307
2016
Q3 		$315K Buy
+12,282
New +$307K 0.01% 971

Other funds holding FM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AHL Partners's FM Position: Q4 2017 in Review

AHL Partners increased its iShares Frontier and Select EM ETF (FM) stake by 9.6% in Q4 2017, buying an estimated $514K and bringing the position to 181,123 shares worth $6M. The position accounts for 0.09% of the portfolio, ranked #424.

AHL Partners first reported a position in FM in Q3 2016 and has held it in 5 quarters since. 134 funds tracked by Wall St. Rank hold FM as of Q4 2017.

  • AHL Partners held 181,123 shares of iShares Frontier and Select EM ETF worth $6M as of Q4 2017.
  • AHL Partners bought 15,926 iShares Frontier and Select EM ETF shares in Q4 2017, an estimated $514K.
  • iShares Frontier and Select EM ETF made up 0.09% of AHL Partners's portfolio in Q4 2017, its #424 holding.
  • AHL Partners first reported a position in iShares Frontier and Select EM ETF in Q3 2016 and has held it in 5 quarters since.
  • 134 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.