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Strategic Wealth Partners’s PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF MFEM Stock Holding History

Strategic Wealth Partners’s Portfolio MFEM Stock Details MFEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,168
Closed -$28K – 676
2018
Q2 		$28K Buy
+1,168
New +$29.8K 0.02% 323

Other funds holding MFEM

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Strategic Wealth Partners's MFEM Position: Q3 2018 in Review

Strategic Wealth Partners sold out of PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF (MFEM) in Q3 2018, closing a stake of 1,168 shares — an estimated $28K sold.

Strategic Wealth Partners first reported a position in MFEM in Q2 2018 and held it in 1 quarter. The position peaked at $28K in Q2 2018. 12 funds tracked by Wall St. Rank hold MFEM as of Q3 2018.

  • Strategic Wealth Partners reported no remaining PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF position as of Q3 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 1,168 PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF shares in Q3 2018, an estimated $28K.
  • Strategic Wealth Partners first reported a position in PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF in Q2 2018 and held it in 1 quarter.
  • Strategic Wealth Partners's PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF position peaked at $28K in Q2 2018.
  • 12 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF as of Q3 2018.

Based on Strategic Wealth Partners's 13F filing for Q3 2018, filed 6 Dec 2018.