PFBT
FM

Parkside Financial Bank & Trust’s iShares Frontier and Select EM ETF FM Stock Holding History

Parkside Financial Bank & 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
2016
Q4 		– Sell
-2,376
Closed -$61K – 1583
2016
Q3 		$61K Hold
2,376
– – 0.03% 319
2016
Q2 		$58K Hold
2,376
– – 0.03% 318
2016
Q1 		$58K Hold
2,376
– – 0.03% 303
2015
Q4 		$59K Hold
2,376
– – 0.03% 303
2015
Q3 		$60K Buy
+2,376
New +$64.5K 0.03% 277

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
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
BJ
BlackRock Japan Tokyo, Japan $30.3B AUM 13.85% 1-Year Est. Return

Parkside Financial Bank & Trust's FM Position: Q4 2016 in Review

Parkside Financial Bank & Trust sold out of iShares Frontier and Select EM ETF (FM) in Q4 2016, closing a stake of 2,376 shares — an estimated $61K sold.

Parkside Financial Bank & Trust first reported a position in FM in Q3 2015 and held it in 5 quarters. The position peaked at $61K in Q3 2016. 91 funds tracked by Wall St. Rank hold FM as of Q4 2016.

  • Parkside Financial Bank & Trust reported no remaining iShares Frontier and Select EM ETF position as of Q4 2016 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 2,376 iShares Frontier and Select EM ETF shares in Q4 2016, an estimated $61K.
  • Parkside Financial Bank & Trust first reported a position in iShares Frontier and Select EM ETF in Q3 2015 and held it in 5 quarters.
  • Parkside Financial Bank & Trust's iShares Frontier and Select EM ETF position peaked at $61K in Q3 2016.
  • 91 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2016.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2016, filed 8 Feb 2017.