ICOA
FM

Investment Centers of America’s iShares Frontier and Select EM ETF FM Stock Holding History

Investment Centers of America’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
2016
Q4 		– Sell
-10,207
Closed -$261K – 637
2016
Q3 		$261K Buy
+10,207
New +$255K 0.03% 418

Other funds holding FM

William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 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 $293M AUM 32.48% 1-Year Est. Return
BJ
BlackRock Japan Tokyo, Japan $30.3B AUM 13.85% 1-Year Est. Return

Investment Centers of America's FM Position: Q4 2016 in Review

Investment Centers of America sold out of iShares Frontier and Select EM ETF (FM) in Q4 2016, closing a stake of 10,207 shares — an estimated $261K sold.

Investment Centers of America first reported a position in FM in Q3 2016 and held it in 1 quarter. The position peaked at $261K in Q3 2016. 91 funds tracked by Wall St. Rank hold FM as of Q4 2016.

  • Investment Centers of America reported no remaining iShares Frontier and Select EM ETF position as of Q4 2016 after selling out during the quarter.
  • Investment Centers of America sold 10,207 iShares Frontier and Select EM ETF shares in Q4 2016, an estimated $261K.
  • Investment Centers of America first reported a position in iShares Frontier and Select EM ETF in Q3 2016 and held it in 1 quarter.
  • Investment Centers of America's iShares Frontier and Select EM ETF position peaked at $261K in Q3 2016.
  • 91 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2016.

Based on Investment Centers of America's 13F filing for Q4 2016, filed 13 Feb 2017.