IFWM
FMDG

Institute for Wealth Management’s Fieldstone Merlin Dynamic Large Cap Growth ETF FMDG Stock Holding History

Institute for Wealth Management’s Portfolio FMDG Stock Details FMDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-43,564
Closed -$1.29M – 360
2018
Q3 		$1.29M Buy
43,564
+1,705
+4% +$50.3K 0.44% 79
2018
Q2 		$1.22M Buy
41,859
+763
+2% +$22.4K 0.39% 86
2018
Q1 		$1.19M Buy
41,096
+4,281
+12% +$127K 0.35% 97
2017
Q4 		$1.05M Buy
36,815
+1,015
+3% +$28.1K 0.24% 125
2017
Q3 		$954K Buy
+35,800
New +$921K 0.31% 106

Institute for Wealth Management's FMDG Position: Q4 2018 in Review

Institute for Wealth Management sold out of Fieldstone Merlin Dynamic Large Cap Growth ETF (FMDG) in Q4 2018, closing a stake of 43,564 shares — an estimated $1.29M sold.

Institute for Wealth Management first reported a position in FMDG in Q3 2017 and held it in 5 quarters. The position peaked at $1.29M in Q3 2018. 0 funds tracked by Wall St. Rank hold FMDG as of Q4 2018.

  • Institute for Wealth Management reported no remaining Fieldstone Merlin Dynamic Large Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Institute for Wealth Management sold 43,564 Fieldstone Merlin Dynamic Large Cap Growth ETF shares in Q4 2018, an estimated $1.29M.
  • Institute for Wealth Management first reported a position in Fieldstone Merlin Dynamic Large Cap Growth ETF in Q3 2017 and held it in 5 quarters.
  • Institute for Wealth Management's Fieldstone Merlin Dynamic Large Cap Growth ETF position peaked at $1.29M in Q3 2018.
  • 0 funds tracked by Wall St. Rank held Fieldstone Merlin Dynamic Large Cap Growth ETF as of Q4 2018.

Based on Institute for Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.