DWM
FM

Doyle Wealth Management’s iShares Frontier and Select EM ETF FM Stock Holding History

Doyle Wealth Management’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
Q3 		– Sell
-352
Closed -$10K – 854
2019
Q2 		$10K Buy
+352
New +$10.1K ﹤0.01% 643
2019
Q1 		– Sell
-350
Closed -$9K – 865
2018
Q4 		$9K Buy
+350
New +$9.54K ﹤0.01% 653

Other funds holding FM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.38B AUM 42.43% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Doyle Wealth Management's FM Position: Q3 2019 in Review

Doyle Wealth Management sold out of iShares Frontier and Select EM ETF (FM) in Q3 2019, closing a stake of 352 shares — an estimated $10K sold.

Doyle Wealth Management first reported a position in FM in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q2 2019. 127 funds tracked by Wall St. Rank hold FM as of Q3 2019.

  • Doyle Wealth Management reported no remaining iShares Frontier and Select EM ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 352 iShares Frontier and Select EM ETF shares in Q3 2019, an estimated $10K.
  • Doyle Wealth Management first reported a position in iShares Frontier and Select EM ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's iShares Frontier and Select EM ETF position peaked at $10K in Q2 2019.
  • 127 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.