LPT
EMFM

Legacy Private Trust’s Global X MSCI Next Emerging & Frontier ETF EMFM Stock Holding History

Legacy Private Trust’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
2018
Q2 		– Sell
-29,790
Closed -$730K – 233
2018
Q1 		$730K Buy
+29,790
New +$740K 0.09% 155

Other funds holding EMFM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.1B AUM 180.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Legacy Private Trust's EMFM Position: Q2 2018 in Review

Legacy Private Trust sold out of Global X MSCI Next Emerging & Frontier ETF (EMFM) in Q2 2018, closing a stake of 29,790 shares — an estimated $730K sold.

Legacy Private Trust first reported a position in EMFM in Q1 2018 and held it in 1 quarter. The position peaked at $730K in Q1 2018. 14 funds tracked by Wall St. Rank hold EMFM as of Q2 2018.

  • Legacy Private Trust reported no remaining Global X MSCI Next Emerging & Frontier ETF position as of Q2 2018 after selling out during the quarter.
  • Legacy Private Trust sold 29,790 Global X MSCI Next Emerging & Frontier ETF shares in Q2 2018, an estimated $730K.
  • Legacy Private Trust first reported a position in Global X MSCI Next Emerging & Frontier ETF in Q1 2018 and held it in 1 quarter.
  • Legacy Private Trust's Global X MSCI Next Emerging & Frontier ETF position peaked at $730K in Q1 2018.
  • 14 funds tracked by Wall St. Rank held Global X MSCI Next Emerging & Frontier ETF as of Q2 2018.

Based on Legacy Private Trust's 13F filing for Q2 2018, filed 13 Jul 2018.