GC
FM

Grimes & Company’s iShares Frontier and Select EM ETF FM Stock Holding History

Grimes & Company’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
-16,158
Closed -$479K – 264
2019
Q2 		$479K Buy
+16,158
New +$466K 0.04% 175

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

Grimes & Company's FM Position: Q3 2019 in Review

Grimes & Company sold out of iShares Frontier and Select EM ETF (FM) in Q3 2019, closing a stake of 16,158 shares — an estimated $479K sold.

Grimes & Company first reported a position in FM in Q2 2019 and held it in 1 quarter. The position peaked at $479K in Q2 2019. 127 funds tracked by Wall St. Rank hold FM as of Q3 2019.

  • Grimes & Company reported no remaining iShares Frontier and Select EM ETF position as of Q3 2019 after selling out during the quarter.
  • Grimes & Company sold 16,158 iShares Frontier and Select EM ETF shares in Q3 2019, an estimated $479K.
  • Grimes & Company first reported a position in iShares Frontier and Select EM ETF in Q2 2019 and held it in 1 quarter.
  • Grimes & Company's iShares Frontier and Select EM ETF position peaked at $479K in Q2 2019.
  • 127 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q3 2019.

Based on Grimes & Company's 13F filing for Q3 2019, filed 5 Nov 2019.