B. Riley Wealth Management’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

B. Riley Wealth Management’s Portfolio EMD Stock Details EMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-26,486	Closed	-$360K	–	662
2021 Q3	$360K	Buy	26,486 +10,477	+65%	+$146K	0.03%	411
2021 Q2	$224K	Buy	+16,009	New	+$221K	0.02%	365
2020 Q4	–	Sell	-12,090	Closed	-$149K	–	415
2020 Q3	$149K	Buy	12,090 +75	+0.6%	+$963	0.02%	380
2020 Q2	$148K	Sell	12,015 -75	-0.6%	-$862	0.02%	385
2020 Q1	$127K	Sell	12,090 -425	-3%	-$5.77K	0.01%	470
2019 Q4	$179K	Buy	12,515 +500	+4%	+$6.99K	0.03%	369
2019 Q3	$167K	Hold	12,015	–	–	0.03%	354
2019 Q2	$172	Hold	12,015	–	–	0.03%	362
2019 Q1	$164K	Buy	+12,015	New	+$162K	0.03%	358

Other funds holding EMD

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

B. Riley Wealth Management's EMD Position: Q4 2021 in Review

B. Riley Wealth Management sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q4 2021, closing a stake of 26,486 shares — an estimated $360K sold.

B. Riley Wealth Management first reported a position in EMD in Q1 2019 and held it in 9 quarters. The position peaked at $360K in Q3 2021. 95 funds tracked by Wall St. Rank hold EMD as of Q4 2021.

B. Riley Wealth Management reported no remaining Western Asset Emerging Markets Debt Fund position as of Q4 2021 after selling out during the quarter.
B. Riley Wealth Management sold 26,486 Western Asset Emerging Markets Debt Fund shares in Q4 2021, an estimated $360K.
B. Riley Wealth Management first reported a position in Western Asset Emerging Markets Debt Fund in Q1 2019 and held it in 9 quarters.
B. Riley Wealth Management's Western Asset Emerging Markets Debt Fund position peaked at $360K in Q3 2021.
95 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q4 2021.

Based on B. Riley Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.