Janney Montgomery Scott
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Janney Montgomery Scott’s iShares Frontier and Select EM ETF FM Stock Holding History

Janney Montgomery Scott’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
Q1 		– Sell
-7,972
Closed -$264K – 2063
2017
Q4 		$264K Sell
7,972
-3,761
-32% -$121K ﹤0.01% 1660
2017
Q3 		$368K Sell
11,733
-510
-4% -$15.3K ﹤0.01% 1413
2017
Q2 		$350K Buy
12,243
+246
+2% +$7.11K ﹤0.01% 1362
2017
Q1 		$333K Buy
11,997
+1,577
+15% +$43.4K ﹤0.01% 1356
2016
Q4 		$259K Sell
10,420
-297
-3% -$7.45K ﹤0.01% 1419
2016
Q3 		$275K Sell
10,717
-10,717
-50% -$268K ﹤0.01% 1233
2016
Q2 		$524K Buy
21,434
+11,059
+107% +$277K 0.01% 522
2016
Q1 		$255K Buy
10,375
+87
+0.8% +$2.06K 0.01% 1033
2015
Q4 		$256K Sell
10,288
-733
-7% -$18.8K 0.01% 1114
2015
Q3 		$277K Sell
11,021
-1,087
-9% -$29.5K 0.01% 1095
2015
Q2 		$354K Sell
12,108
-738
-6% -$22.4K 0.01% 1389
2015
Q1 		$382K Buy
12,846
+21
+0.2% +$634 0.01% 1568
2014
Q4 		$395K Sell
12,825
-267
-2% -$9.28K 0.01% 1485
2014
Q3 		$495K Sell
13,092
-735
-5% -$28.3K 0.01% 1283
2014
Q2 		$499K Buy
+13,827
New +$523K 0.01% 1244

Other funds holding FM

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
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Synovus Financial
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 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
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return

Janney Montgomery Scott's FM Position: Q1 2018 in Review

Janney Montgomery Scott sold out of iShares Frontier and Select EM ETF (FM) in Q1 2018, closing a stake of 7,972 shares — an estimated $264K sold.

Janney Montgomery Scott first reported a position in FM in Q2 2014 and held it in 15 quarters. The position peaked at $524K in Q2 2016. 146 funds tracked by Wall St. Rank hold FM as of Q1 2018.

  • Janney Montgomery Scott reported no remaining iShares Frontier and Select EM ETF position as of Q1 2018 after selling out during the quarter.
  • Janney Montgomery Scott sold 7,972 iShares Frontier and Select EM ETF shares in Q1 2018, an estimated $264K.
  • Janney Montgomery Scott first reported a position in iShares Frontier and Select EM ETF in Q2 2014 and held it in 15 quarters.
  • Janney Montgomery Scott's iShares Frontier and Select EM ETF position peaked at $524K in Q2 2016.
  • 146 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2018.

Based on Janney Montgomery Scott's 13F filing for Q1 2018, filed 19 Apr 2018.