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Apriem Advisors’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Apriem Advisors’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
2016
Q2 		– Sell
-52
Closed -$2K – 616
2016
Q1 		$2K Buy
+52
New +$2.1K ﹤0.01% 522

Other funds holding LEMB

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Apriem Advisors's LEMB Position: Q2 2016 in Review

Apriem Advisors sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q2 2016, closing a stake of 52 shares — an estimated $2K sold.

Apriem Advisors first reported a position in LEMB in Q1 2016 and held it in 1 quarter. The position peaked at $2K in Q1 2016. 62 funds tracked by Wall St. Rank hold LEMB as of Q2 2016.

  • Apriem Advisors reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q2 2016 after selling out during the quarter.
  • Apriem Advisors sold 52 iShares JPMorgan EM Local Currency Bond ETF shares in Q2 2016, an estimated $2K.
  • Apriem Advisors first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q1 2016 and held it in 1 quarter.
  • Apriem Advisors's iShares JPMorgan EM Local Currency Bond ETF position peaked at $2K in Q1 2016.
  • 62 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2016.

Based on Apriem Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.