CPP
FM

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

Crow Point 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
2019
Q4 		– Sell
-8,356
Closed -$234K – 159
2019
Q3 		$234K Sell
8,356
-28
-0.3% -$816 0.03% 103
2019
Q2 		$246K Buy
+8,384
New +$242K 0.04% 95
2018
Q2 		– Sell
-25,529
Closed -$896K – 275
2018
Q1 		$896K Buy
+25,529
New +$888K 0.16% 54

Other funds holding FM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $1.36B AUM 249.29% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Crow Point Partners's FM Position: Q4 2019 in Review

Crow Point Partners sold out of iShares Frontier and Select EM ETF (FM) in Q4 2019, closing a stake of 8,356 shares — an estimated $234K sold.

Crow Point Partners first reported a position in FM in Q1 2018 and held it in 3 quarters. The position peaked at $896K in Q1 2018. 128 funds tracked by Wall St. Rank hold FM as of Q4 2019.

  • Crow Point Partners reported no remaining iShares Frontier and Select EM ETF position as of Q4 2019 after selling out during the quarter.
  • Crow Point Partners sold 8,356 iShares Frontier and Select EM ETF shares in Q4 2019, an estimated $234K.
  • Crow Point Partners first reported a position in iShares Frontier and Select EM ETF in Q1 2018 and held it in 3 quarters.
  • Crow Point Partners's iShares Frontier and Select EM ETF position peaked at $896K in Q1 2018.
  • 128 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2019.

Based on Crow Point Partners's 13F filing for Q4 2019, filed 14 Feb 2020.