Stratos Wealth Partners’s iShares Frontier and Select EM ETF FM Stock Holding History

Stratos Wealth Partners’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	-735	Closed	-$21K	–	3031
2018 Q3	$21K	Buy	+735	New	+$21.1K	﹤0.01%	1864
2018 Q2	–	Sell	-830	Closed	-$29K	–	3139
2018 Q1	$29K	Hold	830	–	–	﹤0.01%	1863
2017 Q4	$27K	Buy	+830	New	+$26.8K	﹤0.01%	1808
2015 Q4	–	Sell	-10,174	Closed	-$256K	–	653
2015 Q3	$256K	Buy	+10,174	New	+$276K	0.03%	425

Other funds holding FM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Stratos Wealth Partners's FM Position: Q4 2018 in Review

Stratos Wealth Partners sold out of iShares Frontier and Select EM ETF (FM) in Q4 2018, closing a stake of 735 shares — an estimated $21K sold.

Stratos Wealth Partners first reported a position in FM in Q3 2015 and held it in 4 quarters. The position peaked at $256K in Q3 2015. 130 funds tracked by Wall St. Rank hold FM as of Q4 2018.

Stratos Wealth Partners reported no remaining iShares Frontier and Select EM ETF position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 735 iShares Frontier and Select EM ETF shares in Q4 2018, an estimated $21K.
Stratos Wealth Partners first reported a position in iShares Frontier and Select EM ETF in Q3 2015 and held it in 4 quarters.
Stratos Wealth Partners's iShares Frontier and Select EM ETF position peaked at $256K in Q3 2015.
130 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.