SFS
FM

Sowell Financial Services’s iShares Frontier and Select EM ETF FM Stock Holding History

Sowell Financial Services’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
-400
Closed -$11K – 656
2016
Q4 		$11K Buy
+400
New +$10K ﹤0.01% 480

Other funds holding FM

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 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 $1.55B AUM 19.86% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return

Sowell Financial Services's FM Position: Q1 2017 in Review

Sowell Financial Services sold out of iShares Frontier and Select EM ETF (FM) in Q1 2017, closing a stake of 400 shares — an estimated $11K sold.

Sowell Financial Services first reported a position in FM in Q4 2016 and held it in 1 quarter. The position peaked at $11K in Q4 2016. 104 funds tracked by Wall St. Rank hold FM as of Q1 2017.

  • Sowell Financial Services reported no remaining iShares Frontier and Select EM ETF position as of Q1 2017 after selling out during the quarter.
  • Sowell Financial Services sold 400 iShares Frontier and Select EM ETF shares in Q1 2017, an estimated $11K.
  • Sowell Financial Services first reported a position in iShares Frontier and Select EM ETF in Q4 2016 and held it in 1 quarter.
  • Sowell Financial Services's iShares Frontier and Select EM ETF position peaked at $11K in Q4 2016.
  • 104 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2017.

Based on Sowell Financial Services's 13F filing for Q1 2017, filed 31 May 2017.