Delphi Private Advisors’s iShares Frontier and Select EM ETF FM Stock Holding History

Delphi Private 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
2018 Q3	–	Sell	-3,532	Closed	-$102K	–	80
2018 Q2	$102K	Hold	3,532	–	–	0.34%	20
2018 Q1	$124K	Buy	+3,532	New	+$123K	0.49%	19

Other funds holding FM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

BOTW

Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return

Delphi Private Advisors's FM Position: Q3 2018 in Review

Delphi Private Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q3 2018, closing a stake of 3,532 shares — an estimated $102K sold.

Delphi Private Advisors first reported a position in FM in Q1 2018 and held it in 2 quarters. The position peaked at $124K in Q1 2018. 122 funds tracked by Wall St. Rank hold FM as of Q3 2018.

Delphi Private Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q3 2018 after selling out during the quarter.
Delphi Private Advisors sold 3,532 iShares Frontier and Select EM ETF shares in Q3 2018, an estimated $102K.
Delphi Private Advisors first reported a position in iShares Frontier and Select EM ETF in Q1 2018 and held it in 2 quarters.
Delphi Private Advisors's iShares Frontier and Select EM ETF position peaked at $124K in Q1 2018.
122 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q3 2018.

Based on Delphi Private Advisors's 13F filing for Q3 2018, filed 31 Oct 2018.