Alpha Omega Wealth Management’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Alpha Omega Wealth Management’s Portfolio LEMB Stock Details LEMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-261	Closed	-$12K	–	409
2019 Q2	$12K	Buy	+261	New	+$11.5K	0.01%	424

Other funds holding LEMB

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UIA

UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Alpha Omega Wealth Management sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q3 2019, closing a stake of 261 shares — an estimated $12K sold.

Alpha Omega Wealth Management first reported a position in LEMB in Q2 2019 and held it in 1 quarter. The position peaked at $12K in Q2 2019. 81 funds tracked by Wall St. Rank hold LEMB as of Q3 2019.

Alpha Omega Wealth Management reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q3 2019 after selling out during the quarter.
Alpha Omega Wealth Management sold 261 iShares JPMorgan EM Local Currency Bond ETF shares in Q3 2019, an estimated $12K.
Alpha Omega Wealth Management first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2019 and held it in 1 quarter.
Alpha Omega Wealth Management's iShares JPMorgan EM Local Currency Bond ETF position peaked at $12K in Q2 2019.
81 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q3 2019.

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