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Sanders Morris Harris’s iShares Frontier and Select EM ETF FM Stock Holding History

Sanders Morris Harris’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
Q2 		– Sell
-18,086
Closed -$445K – 350
2016
Q1 		$445K Buy
+18,086
New +$428K 0.08% 203

Other funds holding FM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $292M AUM 22.71% 1-Year Est. Return
BlackRock Japan
BlackRock Japan Tokyo, Japan $30.3B AUM 13.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Sanders Morris Harris's FM Position: Q2 2016 in Review

Sanders Morris Harris sold out of iShares Frontier and Select EM ETF (FM) in Q2 2016, closing a stake of 18,086 shares — an estimated $445K sold.

Sanders Morris Harris first reported a position in FM in Q1 2016 and held it in 1 quarter. The position peaked at $445K in Q1 2016. 87 funds tracked by Wall St. Rank hold FM as of Q2 2016.

  • Sanders Morris Harris reported no remaining iShares Frontier and Select EM ETF position as of Q2 2016 after selling out during the quarter.
  • Sanders Morris Harris sold 18,086 iShares Frontier and Select EM ETF shares in Q2 2016, an estimated $445K.
  • Sanders Morris Harris first reported a position in iShares Frontier and Select EM ETF in Q1 2016 and held it in 1 quarter.
  • Sanders Morris Harris's iShares Frontier and Select EM ETF position peaked at $445K in Q1 2016.
  • 87 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q2 2016.

Based on Sanders Morris Harris's 13F filing for Q2 2016, filed 25 Jul 2016.