AOWM
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Alpha Omega Wealth Management’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Alpha Omega Wealth Management’s Portfolio EMHY Stock Details EMHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-137
Closed -$7K – 322
2019
Q2 		$7K Buy
+137
New +$6.38K ﹤0.01% 470

Other funds holding EMHY

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SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

Alpha Omega Wealth Management's EMHY Position: Q3 2019 in Review

Alpha Omega Wealth Management sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q3 2019, closing a stake of 137 shares — an estimated $7K sold.

Alpha Omega Wealth Management first reported a position in EMHY in Q2 2019 and held it in 1 quarter. The position peaked at $7K in Q2 2019. 74 funds tracked by Wall St. Rank hold EMHY as of Q3 2019.

  • Alpha Omega Wealth Management reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Alpha Omega Wealth Management sold 137 iShares JPMorgan EM High Yield Bond ETF shares in Q3 2019, an estimated $7K.
  • Alpha Omega Wealth Management first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q2 2019 and held it in 1 quarter.
  • Alpha Omega Wealth Management's iShares JPMorgan EM High Yield Bond ETF position peaked at $7K in Q2 2019.
  • 74 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q3 2019.

Based on Alpha Omega Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.