OGC
EMFM

Oak Grove Capital’s Global X MSCI Next Emerging & Frontier ETF EMFM Stock Holding History

Oak Grove Capital’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
Q4 		– Sell
-10,250
Closed -$220K – 167
2018
Q3 		$220K Hold
10,250
– – 0.19% 50
2018
Q2 		$219K Hold
10,250
– – 0.22% 44
2018
Q1 		$251K Buy
+10,250
New +$255K 0.28% 43

Other funds holding EMFM

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oak Grove Capital's EMFM Position: Q4 2018 in Review

Oak Grove Capital sold out of Global X MSCI Next Emerging & Frontier ETF (EMFM) in Q4 2018, closing a stake of 10,250 shares — an estimated $220K sold.

Oak Grove Capital first reported a position in EMFM in Q1 2018 and held it in 3 quarters. The position peaked at $251K in Q1 2018. 11 funds tracked by Wall St. Rank hold EMFM as of Q4 2018.

  • Oak Grove Capital reported no remaining Global X MSCI Next Emerging & Frontier ETF position as of Q4 2018 after selling out during the quarter.
  • Oak Grove Capital sold 10,250 Global X MSCI Next Emerging & Frontier ETF shares in Q4 2018, an estimated $220K.
  • Oak Grove Capital first reported a position in Global X MSCI Next Emerging & Frontier ETF in Q1 2018 and held it in 3 quarters.
  • Oak Grove Capital's Global X MSCI Next Emerging & Frontier ETF position peaked at $251K in Q1 2018.
  • 11 funds tracked by Wall St. Rank held Global X MSCI Next Emerging & Frontier ETF as of Q4 2018.

Based on Oak Grove Capital's 13F filing for Q4 2018, filed 15 Feb 2019.