Patriot Financial Group Insurance Agency’s iShares Frontier and Select EM ETF FM Stock Holding History

Patriot Financial Group Insurance Agency’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
2018 Q4	–	Sell	-91	Closed	-$3K	–	1190
2018 Q3	$3K	Hold	91	–	–	﹤0.01%	834
2018 Q2	$3K	Sell	91 -319	-78%	-$10.3K	﹤0.01%	532
2018 Q1	$14K	Buy	410 +214	+109%	+$7.45K	0.01%	546
2017 Q4	$7K	Hold	196	–	–	0.01%	672
2017 Q3	$6K	Hold	196	–	–	0.01%	681
2017 Q2	$6K	Buy	196 +26	+15%	+$752	0.01%	659
2017 Q1	$5K	Buy	170 +43	+34%	+$1.18K	0.01%	649
2016 Q4	$3K	Buy	+127	New	+$3.19K	﹤0.01%	672

Other funds holding FM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

BOTW

Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FM Position: Q4 2018 in Review

Patriot Financial Group Insurance Agency sold out of iShares Frontier and Select EM ETF (FM) in Q4 2018, closing a stake of 91 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in FM in Q4 2016 and held it in 8 quarters. The position peaked at $14K in Q1 2018. 130 funds tracked by Wall St. Rank hold FM as of Q4 2018.

Patriot Financial Group Insurance Agency reported no remaining iShares Frontier and Select EM ETF position as of Q4 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 91 iShares Frontier and Select EM ETF shares in Q4 2018, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in iShares Frontier and Select EM ETF in Q4 2016 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's iShares Frontier and Select EM ETF position peaked at $14K in Q1 2018.
130 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2018, filed 4 Feb 2019.