BWM
EMD

Baystate Wealth Management’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Baystate 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
2023
Q4 		$4.69K Buy
+509
New +$4.36K ﹤0.01% 903

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Baystate Wealth Management's EMD Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Western Asset Emerging Markets Debt Fund (EMD) in Q4 2023: 509 shares worth $4.69K. The stake represents ﹤0.01% of the portfolio and ranks #903 among its holdings.

93 funds tracked by Wall St. Rank hold EMD as of Q4 2023.

  • Baystate Wealth Management held 509 shares of Western Asset Emerging Markets Debt Fund worth $4.69K as of Q4 2023.
  • Western Asset Emerging Markets Debt Fund was a new Baystate Wealth Management position in Q4 2023.
  • Western Asset Emerging Markets Debt Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #903 holding.
  • 93 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.