IWMPD
EMFM

Integrated Wealth Management (Palm Desert)’s Global X MSCI Next Emerging & Frontier ETF EMFM Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio EMFM Stock Details EMFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-113
Closed -$2K – 1399
2015
Q3 		$2K Buy
+113
New +$2.24K ﹤0.01% 1138

Other funds holding EMFM

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s EMFM Position: Q4 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Global X MSCI Next Emerging & Frontier ETF (EMFM) in Q4 2015, closing a stake of 113 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in EMFM in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 18 funds tracked by Wall St. Rank hold EMFM as of Q4 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Global X MSCI Next Emerging & Frontier ETF position as of Q4 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 113 Global X MSCI Next Emerging & Frontier ETF shares in Q4 2015, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Global X MSCI Next Emerging & Frontier ETF in Q3 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Global X MSCI Next Emerging & Frontier ETF position peaked at $2K in Q3 2015.
  • 18 funds tracked by Wall St. Rank held Global X MSCI Next Emerging & Frontier ETF as of Q4 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2015, filed 25 Jan 2016.