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Frontier Wealth Management’s NYLIM Merger Arbitrage ETF MNA Stock Holding History

Frontier Wealth Management’s Portfolio MNA Stock Details MNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-9,001
Closed -$287K – 349
2019
Q1 		$287K Sell
9,001
-3,858
-30% -$124K 0.04% 280
2018
Q4 		$408K Buy
12,859
+1,331
+12% +$42.3K 0.06% 229
2018
Q3 		$366K Buy
+11,528
New +$361K 0.03% 272

Other funds holding MNA

OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $7.77B AUM 35.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Frontier Wealth Management's MNA Position: Q2 2019 in Review

Frontier Wealth Management sold out of NYLIM Merger Arbitrage ETF (MNA) in Q2 2019, closing a stake of 9,001 shares — an estimated $287K sold.

Frontier Wealth Management first reported a position in MNA in Q3 2018 and held it in 3 quarters. The position peaked at $408K in Q4 2018. 133 funds tracked by Wall St. Rank hold MNA as of Q2 2019.

  • Frontier Wealth Management reported no remaining NYLIM Merger Arbitrage ETF position as of Q2 2019 after selling out during the quarter.
  • Frontier Wealth Management sold 9,001 NYLIM Merger Arbitrage ETF shares in Q2 2019, an estimated $287K.
  • Frontier Wealth Management first reported a position in NYLIM Merger Arbitrage ETF in Q3 2018 and held it in 3 quarters.
  • Frontier Wealth Management's NYLIM Merger Arbitrage ETF position peaked at $408K in Q4 2018.
  • 133 funds tracked by Wall St. Rank held NYLIM Merger Arbitrage ETF as of Q2 2019.

Based on Frontier Wealth Management's 13F filing for Q2 2019, filed 16 Aug 2019.