Sequoia Financial Advisors
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Sequoia Financial Advisors’s iShares Frontier and Select EM ETF FM Stock Holding History

Sequoia Financial Advisors’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
Q1 		– Sell
-8,039
Closed -$200K – 307
2016
Q4 		$200K Buy
8,039
+2
+0% +$50 0.03% 257
2016
Q3 		$206K Buy
+8,037
New +$201K 0.04% 224

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Envestnet Asset Management
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Wells Fargo
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3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Aberdeen Asset Management
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 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
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return

Sequoia Financial Advisors's FM Position: Q1 2017 in Review

Sequoia Financial Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q1 2017, closing a stake of 8,039 shares — an estimated $200K sold.

Sequoia Financial Advisors first reported a position in FM in Q3 2016 and held it in 2 quarters. The position peaked at $206K in Q3 2016. 105 funds tracked by Wall St. Rank hold FM as of Q1 2017.

  • Sequoia Financial Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q1 2017 after selling out during the quarter.
  • Sequoia Financial Advisors sold 8,039 iShares Frontier and Select EM ETF shares in Q1 2017, an estimated $200K.
  • Sequoia Financial Advisors first reported a position in iShares Frontier and Select EM ETF in Q3 2016 and held it in 2 quarters.
  • Sequoia Financial Advisors's iShares Frontier and Select EM ETF position peaked at $206K in Q3 2016.
  • 105 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2017.

Based on Sequoia Financial Advisors's 13F filing for Q1 2017, filed 1 May 2017.