CAG
FM

Csenge Advisory Group’s iShares Frontier and Select EM ETF FM Stock Holding History

Csenge Advisory Group’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
2018
Q4 		– Sell
-2,601
Closed -$70K – 1849
2018
Q3 		$70K Buy
+2,601
New +$74.7K 0.03% 264
2018
Q1 		– Sell
-7,164
Closed -$237K – 314
2017
Q4 		$237K Buy
+7,164
New +$231K 0.08% 217

Other funds holding FM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 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
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

Csenge Advisory Group's FM Position: Q4 2018 in Review

Csenge Advisory Group sold out of iShares Frontier and Select EM ETF (FM) in Q4 2018, closing a stake of 2,601 shares — an estimated $70K sold.

Csenge Advisory Group first reported a position in FM in Q4 2017 and held it in 2 quarters. The position peaked at $237K in Q4 2017. 130 funds tracked by Wall St. Rank hold FM as of Q4 2018.

  • Csenge Advisory Group reported no remaining iShares Frontier and Select EM ETF position as of Q4 2018 after selling out during the quarter.
  • Csenge Advisory Group sold 2,601 iShares Frontier and Select EM ETF shares in Q4 2018, an estimated $70K.
  • Csenge Advisory Group first reported a position in iShares Frontier and Select EM ETF in Q4 2017 and held it in 2 quarters.
  • Csenge Advisory Group's iShares Frontier and Select EM ETF position peaked at $237K in Q4 2017.
  • 130 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2018.

Based on Csenge Advisory Group's 13F filing for Q4 2018, filed 7 Feb 2019.