LF
FM

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

Lee Financial’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
2020
Q1 		– Sell
-309
Closed -$9K – 534
2019
Q4 		$9K Hold
309
– – ﹤0.01% 373
2019
Q3 		$9K Hold
309
– – ﹤0.01% 369
2019
Q2 		$9K Hold
309
– – ﹤0.01% 377
2019
Q1 		$9K Buy
+309
New +$8.72K ﹤0.01% 361

Other funds holding FM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lee Financial's FM Position: Q1 2020 in Review

Lee Financial sold out of iShares Frontier and Select EM ETF (FM) in Q1 2020, closing a stake of 309 shares — an estimated $9K sold.

Lee Financial first reported a position in FM in Q1 2019 and held it in 4 quarters. The position peaked at $9K in Q4 2019. 115 funds tracked by Wall St. Rank hold FM as of Q1 2020.

  • Lee Financial reported no remaining iShares Frontier and Select EM ETF position as of Q1 2020 after selling out during the quarter.
  • Lee Financial sold 309 iShares Frontier and Select EM ETF shares in Q1 2020, an estimated $9K.
  • Lee Financial first reported a position in iShares Frontier and Select EM ETF in Q1 2019 and held it in 4 quarters.
  • Lee Financial's iShares Frontier and Select EM ETF position peaked at $9K in Q4 2019.
  • 115 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2020.

Based on Lee Financial's 13F filing for Q1 2020, filed 7 May 2020.