Frontier Investment Management’s iShares S&P 100 ETF OEF Stock Holding History

Frontier Investment Management’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,544	Closed	-$200K	–	297
2019 Q2	$200K	Sell	1,544 -173	-10%	-$22.1K	0.01%	254
2019 Q1	$215K	Buy	+1,717	New	+$207K	0.01%	234

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFW

Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Frontier Investment Management's OEF Position: Q3 2019 in Review

Frontier Investment Management sold out of iShares S&P 100 ETF (OEF) in Q3 2019, closing a stake of 1,544 shares — an estimated $200K sold.

Frontier Investment Management first reported a position in OEF in Q1 2019 and held it in 2 quarters. The position peaked at $215K in Q1 2019. 333 funds tracked by Wall St. Rank hold OEF as of Q3 2019.

Frontier Investment Management reported no remaining iShares S&P 100 ETF position as of Q3 2019 after selling out during the quarter.
Frontier Investment Management sold 1,544 iShares S&P 100 ETF shares in Q3 2019, an estimated $200K.
Frontier Investment Management first reported a position in iShares S&P 100 ETF in Q1 2019 and held it in 2 quarters.
Frontier Investment Management's iShares S&P 100 ETF position peaked at $215K in Q1 2019.
333 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2019.

Based on Frontier Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.