Choate Investment Advisors’s iShares Frontier and Select EM ETF FM Stock Holding History

Choate Investment Advisors’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
2015 Q1	–	Sell	-1,887	Closed	-$58.1K	–	282
2014 Q4	$58.1K	Buy	1,887 +620	+49%	+$21.6K	﹤0.01%	257
2014 Q3	$47.9K	Hold	1,267	–	–	﹤0.01%	255
2014 Q2	$45.7K	Sell	1,267 -1,000	-44%	-$37.8K	﹤0.01%	272
2014 Q1	$82.2K	Buy	+2,267	New	+$78.3K	0.01%	269

Other funds holding FM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

Choate Investment Advisors's FM Position: Q1 2015 in Review

Choate Investment Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q1 2015, closing a stake of 1,887 shares — an estimated $58.1K sold.

Choate Investment Advisors first reported a position in FM in Q1 2014 and held it in 4 quarters. The position peaked at $82.2K in Q1 2014. 90 funds tracked by Wall St. Rank hold FM as of Q1 2015.

Choate Investment Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q1 2015 after selling out during the quarter.
Choate Investment Advisors sold 1,887 iShares Frontier and Select EM ETF shares in Q1 2015, an estimated $58.1K.
Choate Investment Advisors first reported a position in iShares Frontier and Select EM ETF in Q1 2014 and held it in 4 quarters.
Choate Investment Advisors's iShares Frontier and Select EM ETF position peaked at $82.2K in Q1 2014.
90 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2015.

Based on Choate Investment Advisors's 13F filing for Q1 2015, filed 14 May 2015.