MPWT
FM

MassMutual Private Wealth & Trust’s iShares Frontier and Select EM ETF FM Stock Holding History

MassMutual Private Wealth & Trust’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
2017
Q3 		– Sell
-1,178
Closed -$33.7K – 1111
2017
Q2 		$33.7K Buy
+1,178
New +$34.1K ﹤0.01% 542
2014
Q1 		– Sell
-161
Closed -$5.56K – 659
2013
Q4 		$5.43K Buy
+161
New +$5.25K 0.01% 353

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return

MassMutual Private Wealth & Trust's FM Position: Q3 2017 in Review

MassMutual Private Wealth & Trust sold out of iShares Frontier and Select EM ETF (FM) in Q3 2017, closing a stake of 1,178 shares — an estimated $33.7K sold.

MassMutual Private Wealth & Trust first reported a position in FM in Q4 2013 and held it in 2 quarters. The position peaked at $33.7K in Q2 2017. 120 funds tracked by Wall St. Rank hold FM as of Q3 2017.

  • MassMutual Private Wealth & Trust reported no remaining iShares Frontier and Select EM ETF position as of Q3 2017 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 1,178 iShares Frontier and Select EM ETF shares in Q3 2017, an estimated $33.7K.
  • MassMutual Private Wealth & Trust first reported a position in iShares Frontier and Select EM ETF in Q4 2013 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's iShares Frontier and Select EM ETF position peaked at $33.7K in Q2 2017.
  • 120 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q3 2017.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2017, filed 13 Feb 2018.