William Blair Investment Management
FM

William Blair Investment Management’s iShares Frontier and Select EM ETF FM Stock Holding History

William Blair Investment Management’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
Q1 		– Sell
-815,704
Closed -$27M – 469
2017
Q4 		$27M Sell
815,704
-385,846
-32% -$12.5M 0.11% 204
2017
Q3 		$37.6M Sell
1,201,550
-138,900
-10% -$4.17M 0.13% 166
2017
Q2 		$38.3M Sell
1,340,450
-48,600
-3% -$1.41M 0.14% 167
2017
Q1 		$38.5M Sell
1,389,050
-206,085
-13% -$5.67M 0.15% 161
2016
Q4 		$39.6M Sell
1,595,135
-78,465
-5% -$1.97M 0.16% 163
2016
Q3 		$43M Buy
+1,673,600
New +$41.8M 0.16% 162

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
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 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
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return

William Blair Investment Management's FM Position: Q1 2018 in Review

William Blair Investment Management sold out of iShares Frontier and Select EM ETF (FM) in Q1 2018, closing a stake of 815,704 shares — an estimated $27M sold.

William Blair Investment Management first reported a position in FM in Q3 2016 and held it in 6 quarters. The position peaked at $43M in Q3 2016. 146 funds tracked by Wall St. Rank hold FM as of Q1 2018.

  • William Blair Investment Management reported no remaining iShares Frontier and Select EM ETF position as of Q1 2018 after selling out during the quarter.
  • William Blair Investment Management sold 815,704 iShares Frontier and Select EM ETF shares in Q1 2018, an estimated $27M.
  • William Blair Investment Management first reported a position in iShares Frontier and Select EM ETF in Q3 2016 and held it in 6 quarters.
  • William Blair Investment Management's iShares Frontier and Select EM ETF position peaked at $43M in Q3 2016.
  • 146 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q1 2018.

Based on William Blair Investment Management's 13F filing for Q1 2018, filed 14 May 2018.