Wealthspire Advisors (Maryland)
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Wealthspire Advisors (Maryland)’s iShares Frontier and Select EM ETF FM Stock Holding History

Wealthspire Advisors (Maryland)’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
2016
Q1 		– Sell
-142
Closed -$4K – 1973
2015
Q4 		$4K Buy
+142
New +$3.65K ﹤0.01% 1434

Other funds holding FM

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BOTW
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
BlackRock Japan
BlackRock Japan Tokyo, Japan $30.3B AUM 13.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FM Position: Q1 2016 in Review

Wealthspire Advisors (Maryland) sold out of iShares Frontier and Select EM ETF (FM) in Q1 2016, closing a stake of 142 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in FM in Q4 2015 and held it in 1 quarter. The position peaked at $4K in Q4 2015. 93 funds tracked by Wall St. Rank hold FM as of Q1 2016.

  • Wealthspire Advisors (Maryland) reported no remaining iShares Frontier and Select EM ETF position as of Q1 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 142 iShares Frontier and Select EM ETF shares in Q1 2016, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Frontier and Select EM ETF in Q4 2015 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s iShares Frontier and Select EM ETF position peaked at $4K in Q4 2015.
  • 93 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2016, filed 6 May 2016.