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Gryphon Financial Partners’s iShares Frontier and Select EM ETF FM Stock Holding History

Gryphon Financial Partners’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
-130
Closed -$4K – 976
2018
Q2 		$4K Hold
130
– – ﹤0.01% 737
2018
Q1 		$5K Sell
130
-85
-40% -$2.96K ﹤0.01% 707
2017
Q4 		$7K Buy
+215
New +$6.94K ﹤0.01% 681

Other funds holding FM

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $292M AUM 22.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
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

Gryphon Financial Partners's FM Position: Q3 2018 in Review

Gryphon Financial Partners sold out of iShares Frontier and Select EM ETF (FM) in Q3 2018, closing a stake of 130 shares — an estimated $4K sold.

Gryphon Financial Partners first reported a position in FM in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q4 2017. 122 funds tracked by Wall St. Rank hold FM as of Q3 2018.

  • Gryphon Financial Partners reported no remaining iShares Frontier and Select EM ETF position as of Q3 2018 after selling out during the quarter.
  • Gryphon Financial Partners sold 130 iShares Frontier and Select EM ETF shares in Q3 2018, an estimated $4K.
  • Gryphon Financial Partners first reported a position in iShares Frontier and Select EM ETF in Q4 2017 and held it in 3 quarters.
  • Gryphon Financial Partners's iShares Frontier and Select EM ETF position peaked at $7K in Q4 2017.
  • 122 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q3 2018.

Based on Gryphon Financial Partners's 13F filing for Q3 2018, filed 6 Nov 2018.