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

Bellevue Asset 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
2025 Q2	–	Sell	-527	Closed	-$5.21K	–	478
2025 Q1	$5.21K	Sell	527 -1,230	-70%	-$12.1K	﹤0.01%	322
2024 Q4	$16.9K	Hold	1,757	–	–	0.01%	247
2024 Q3	$17.9K	Hold	1,757	–	–	0.01%	237
2024 Q2	$16.4K	Hold	1,757	–	–	0.01%	237
2024 Q1	$16.9K	Sell	1,757 -357	-17%	-$3.27K	0.01%	233
2023 Q4	$19.5K	Hold	2,114	–	–	0.02%	228
2023 Q3	$17.5K	Sell	2,114 -601	-22%	-$5.3K	0.01%	227
2023 Q2	$23.4K	Hold	2,715	–	–	0.01%	214
2023 Q1	$23.3K	Hold	2,715	–	–	0.02%	214
2022 Q4	$24.5K	Hold	2,715	–	–	0.02%	214
2022 Q3	$22K	Hold	2,715	–	–	0.02%	225
2022 Q2	$24K	Hold	2,715	–	–	0.02%	229
2022 Q1	$29K	Hold	2,715	–	–	0.02%	228
2021 Q4	$35K	Hold	2,715	–	–	0.02%	213
2021 Q3	$37K	Hold	2,715	–	–	0.02%	204
2021 Q2	$38K	Hold	2,715	–	–	0.02%	208
2021 Q1	$36K	Hold	2,715	–	–	0.02%	216
2020 Q4	$37K	Sell	2,715 -608	-18%	-$7.99K	0.02%	204
2020 Q3	$41K	Hold	3,323	–	–	0.03%	178
2020 Q2	$41K	Hold	3,323	–	–	0.04%	175
2020 Q1	$35K	Buy	3,323 +2,114	+175%	+$28.7K	0.04%	203
2019 Q4	$17K	Buy	+1,209	New	+$16.9K	0.01%	264

Other funds holding EMD

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

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

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

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

Bellevue Asset Management's EMD Position: Q2 2025 in Review

Bellevue Asset Management sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q2 2025, closing a stake of 527 shares — an estimated $5.21K sold.

Bellevue Asset Management first reported a position in EMD in Q4 2019 and held it in 22 quarters. The position peaked at $41K in Q3 2020. 97 funds tracked by Wall St. Rank hold EMD as of Q2 2025.

Bellevue Asset Management reported no remaining Western Asset Emerging Markets Debt Fund position as of Q2 2025 after selling out during the quarter.
Bellevue Asset Management sold 527 Western Asset Emerging Markets Debt Fund shares in Q2 2025, an estimated $5.21K.
Bellevue Asset Management first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2019 and held it in 22 quarters.
Bellevue Asset Management's Western Asset Emerging Markets Debt Fund position peaked at $41K in Q3 2020.
97 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q2 2025.

Based on Bellevue Asset Management's 13F filing for Q2 2025, filed 23 Jul 2025.