SBL
FM

Sargent Bickham Lagudis’s iShares Frontier and Select EM ETF FM Stock Holding History

Sargent Bickham Lagudis’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
-595
Closed -$17K – 828
2018
Q3 		$17K Sell
595
-234
-28% -$6.72K ﹤0.01% 533
2018
Q2 		$24K Buy
+829
New +$26.7K ﹤0.01% 464

Other funds holding FM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Sargent Bickham Lagudis's FM Position: Q4 2018 in Review

Sargent Bickham Lagudis sold out of iShares Frontier and Select EM ETF (FM) in Q4 2018, closing a stake of 595 shares — an estimated $17K sold.

Sargent Bickham Lagudis first reported a position in FM in Q2 2018 and held it in 2 quarters. The position peaked at $24K in Q2 2018. 130 funds tracked by Wall St. Rank hold FM as of Q4 2018.

  • Sargent Bickham Lagudis reported no remaining iShares Frontier and Select EM ETF position as of Q4 2018 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 595 iShares Frontier and Select EM ETF shares in Q4 2018, an estimated $17K.
  • Sargent Bickham Lagudis first reported a position in iShares Frontier and Select EM ETF in Q2 2018 and held it in 2 quarters.
  • Sargent Bickham Lagudis's iShares Frontier and Select EM ETF position peaked at $24K in Q2 2018.
  • 130 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2018.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2018, filed 13 Sep 2021.