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AHL Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

AHL Partners’s Portfolio EMB Stock Details EMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$87.1M Buy
750,000
+225,584
+43% +$26.1M 1.36% 2
2017
Q3 		$61.1M Buy
524,416
+87,164
+20% +$10.1M 1.09% 4
2017
Q2 		$50M Buy
437,252
+80,951
+23% +$9.3M 1.06% 5
2017
Q1 		$40.5M Buy
+356,301
New +$40.1M 0.89% 4
2016
Q4 		– Sell
-255,800
Closed -$30M – 1076
2016
Q3 		$30M Sell
255,800
-40,503
-14% -$4.72M 1.12% 5
2016
Q2 		$34.1M Buy
296,303
+55,179
+23% +$6.15M 1.84% 3
2016
Q1 		$26.6M Buy
+241,124
New +$25.7M 1.66% 2
2015
Q3 		– Sell
-5,528
Closed -$608K – 719
2015
Q2 		$608K Sell
5,528
-113,593
-95% -$12.7M 0.02% 651
2015
Q1 		$13.4M Buy
+119,121
New +$13.2M 0.53% 4
2014
Q4 		– Sell
-73,201
Closed -$8.26M – 761
2014
Q3 		$8.26M Buy
+73,201
New +$8.39M 0.64% 4

Other funds holding EMB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

AHL Partners's EMB Position: Q4 2017 in Review

AHL Partners increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 43% in Q4 2017, buying an estimated $26.1M and bringing the position to 750,000 shares worth $87.1M. The position accounts for 1.36% of the portfolio, ranked #2.

AHL Partners first reported a position in EMB in Q3 2014 and has held it in 10 quarters since. 517 funds tracked by Wall St. Rank hold EMB as of Q4 2017.

  • AHL Partners held 750,000 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $87.1M as of Q4 2017.
  • AHL Partners bought 225,584 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2017, an estimated $26.1M.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 1.36% of AHL Partners's portfolio in Q4 2017, its #2 holding.
  • AHL Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2014 and has held it in 10 quarters since.
  • 517 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.