P
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Pitcairn’s iShares Frontier and Select EM ETF FM Stock Holding History

Pitcairn’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
2019
Q1 		– Sell
-23,855
Closed -$624K – 542
2018
Q4 		$624K Buy
+23,855
New +$650K 0.07% 166
2016
Q1 		– Sell
-126,485
Closed -$3.15M – 499
2015
Q4 		$3.15M Buy
+126,485
New +$3.25M 0.35% 37

Other funds holding FM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PFC
Personal Financial Consultants Lafayette, California $133M AUM 5.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Pitcairn's FM Position: Q1 2019 in Review

Pitcairn sold out of iShares Frontier and Select EM ETF (FM) in Q1 2019, closing a stake of 23,855 shares — an estimated $624K sold.

Pitcairn first reported a position in FM in Q4 2015 and held it in 2 quarters. The position peaked at $3.15M in Q4 2015. 130 funds tracked by Wall St. Rank hold FM as of Q1 2019.

  • Pitcairn reported no remaining iShares Frontier and Select EM ETF position as of Q1 2019 after selling out during the quarter.
  • Pitcairn sold 23,855 iShares Frontier and Select EM ETF shares in Q1 2019, an estimated $624K.
  • Pitcairn first reported a position in iShares Frontier and Select EM ETF in Q4 2015 and held it in 2 quarters.
  • Pitcairn's iShares Frontier and Select EM ETF position peaked at $3.15M in Q4 2015.
  • 130 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2019.

Based on Pitcairn's 13F filing for Q1 2019, filed 7 May 2019.