NYLIM
FM

New York Life Investment Management’s iShares Frontier and Select EM ETF FM Stock Holding History

New York Life Investment Management’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
2019
Q2 		– Sell
-97,207
Closed -$2.77M – 30
2019
Q1 		$2.77M Sell
97,207
-14,319
-13% -$404K 0.21% 24
2018
Q4 		$2.92M Buy
111,526
+8,245
+8% +$225K 0.22% 23
2018
Q3 		$2.94M Buy
103,281
+3,674
+4% +$106K 0.2% 18
2018
Q2 		$2.87M Buy
99,607
+4,011
+4% +$129K 0.17% 18
2018
Q1 		$3.36M Buy
95,596
+2,921
+3% +$102K 0.21% 22
2017
Q4 		$3.07M Buy
92,675
+7,322
+9% +$236K 0.21% 30
2017
Q3 		$2.67M Buy
85,353
+16,212
+23% +$487K 0.22% 29
2017
Q2 		$1.98M Buy
69,141
+8,225
+14% +$238K 0.18% 28
2017
Q1 		$1.69M Sell
60,916
-972
-2% -$26.7K 0.21% 25
2016
Q4 		$1.54M Sell
61,888
-6
-0% -$151 0.18% 29
2016
Q3 		$1.59M Sell
61,894
-7,059
-10% -$176K 0.17% 29
2016
Q2 		$1.69M Buy
68,953
+8,588
+14% +$215K 0.19% 40
2016
Q1 		$1.48M Buy
60,365
+4,067
+7% +$96.4K 0.22% 45
2015
Q4 		$1.4M Sell
56,298
-183,256
-76% -$4.71M 0.21% 46
2015
Q3 		$6.02M Sell
239,554
-7,633
-3% -$207K 0.56% 48
2015
Q2 		$7.24M Sell
247,187
-7,158
-3% -$218K 0.82% 33
2015
Q1 		$7.56M Buy
254,345
+8,101
+3% +$244K 0.85% 30
2014
Q4 		$7.58M Buy
246,244
+65,752
+36% +$2.29M 0.91% 32
2014
Q3 		$6.83M Buy
180,492
+42,084
+30% +$1.62M 1.12% 25
2014
Q2 		$4.99M Buy
138,408
+90,874
+191% +$3.44M 0.85% 37
2014
Q1 		$1.72M Buy
47,534
+8,169
+21% +$282K 0.36% 49
2013
Q4 		$1.33M Buy
39,365
+5,588
+17% +$182K 0.33% 48
2013
Q3 		$1.06M Buy
33,777
+10,177
+43% +$316K 0.33% 50
2013
Q2 		$693K Buy
+23,600
New +$722K 0.22% 43

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
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PFC
Personal Financial Consultants Lafayette, California $133M AUM 5.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

New York Life Investment Management's FM Position: Q2 2019 in Review

New York Life Investment Management sold out of iShares Frontier and Select EM ETF (FM) in Q2 2019, closing a stake of 97,207 shares — an estimated $2.77M sold.

New York Life Investment Management first reported a position in FM in Q2 2013 and held it in 24 quarters. The position peaked at $7.58M in Q4 2014. 131 funds tracked by Wall St. Rank hold FM as of Q2 2019.

  • New York Life Investment Management reported no remaining iShares Frontier and Select EM ETF position as of Q2 2019 after selling out during the quarter.
  • New York Life Investment Management sold 97,207 iShares Frontier and Select EM ETF shares in Q2 2019, an estimated $2.77M.
  • New York Life Investment Management first reported a position in iShares Frontier and Select EM ETF in Q2 2013 and held it in 24 quarters.
  • New York Life Investment Management's iShares Frontier and Select EM ETF position peaked at $7.58M in Q4 2014.
  • 131 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q2 2019.

Based on New York Life Investment Management's 13F filing for Q2 2019, filed 13 Aug 2019.