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 New York $1.89T AUM 35.08% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Patten Group's FM Position: Q4 2017 in Review

Patten Group sold out of iShares Frontier and Select EM ETF (FM) in Q4 2017, closing a stake of 50 shares — an estimated $2K sold.

Patten Group first reported a position in FM in Q4 2014 and held it in 11 quarters. The position peaked at $17K in Q4 2014. 134 funds tracked by Wall St. Rank hold FM as of Q4 2017.

Patten Group reported no remaining iShares Frontier and Select EM ETF position as of Q4 2017 after selling out during the quarter.
Patten Group sold 50 iShares Frontier and Select EM ETF shares in Q4 2017, an estimated $2K.
Patten Group first reported a position in iShares Frontier and Select EM ETF in Q4 2014 and held it in 11 quarters.
Patten Group's iShares Frontier and Select EM ETF position peaked at $17K in Q4 2014.
134 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2017.

Based on Patten Group's 13F filing for Q4 2017, filed 2 Feb 2018.