PG
FM

Patten Group’s iShares Frontier and Select EM ETF FM Stock Holding History

Patten Group’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
Q4 		– Sell
-50
Closed -$2K – 660
2017
Q3 		$2K Hold
50
– – ﹤0.01% 605
2017
Q2 		$1K Hold
50
– – ﹤0.01% 635
2017
Q1 		$1K Hold
50
– – ﹤0.01% 637
2016
Q4 		$1K Hold
50
– – ﹤0.01% 610
2016
Q3 		$1.27K Hold
50
– – ﹤0.01% 608
2016
Q2 		$1.22K Hold
50
– – ﹤0.01% 613
2016
Q1 		$1.23K Hold
50
– – ﹤0.01% 639
2015
Q4 		$1.24K Hold
50
– – ﹤0.01% 659
2015
Q3 		$1.26K Hold
50
– – ﹤0.01% 571
2015
Q2 		$1.46K Buy
+50
New +$1.52K ﹤0.01% 571
2015
Q1 		– Sell
-550
Closed -$17K – 267
2014
Q4 		$17K Buy
+550
New +$19.1K 0.01% 219

Other funds holding FM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
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
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return