Vanguard Capital Wealth Advisors
FM icon

Vanguard Capital Wealth Advisors’s iShares Frontier and Select EM ETF FM Stock Holding History

Vanguard Capital Wealth 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
2018
Q4 		– Sell
-8,395
Closed -$238K – 143
2018
Q3 		$238K Sell
8,395
-862
-9% -$24.8K 0.27% 100
2018
Q2 		$266K Sell
9,257
-7,883
-46% -$254K 0.35% 90
2018
Q1 		$595K Buy
+17,140
New +$596K 0.78% 40

Other funds holding FM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $292M AUM 22.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Vanguard Capital Wealth Advisors's FM Position: Q4 2018 in Review

Vanguard Capital Wealth Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q4 2018, closing a stake of 8,395 shares — an estimated $238K sold.

Vanguard Capital Wealth Advisors first reported a position in FM in Q1 2018 and held it in 3 quarters. The position peaked at $595K in Q1 2018. 130 funds tracked by Wall St. Rank hold FM as of Q4 2018.

  • Vanguard Capital Wealth Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q4 2018 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 8,395 iShares Frontier and Select EM ETF shares in Q4 2018, an estimated $238K.
  • Vanguard Capital Wealth Advisors first reported a position in iShares Frontier and Select EM ETF in Q1 2018 and held it in 3 quarters.
  • Vanguard Capital Wealth Advisors's iShares Frontier and Select EM ETF position peaked at $595K in Q1 2018.
  • 130 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2018.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.