BAM
EMD

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

Belpointe 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
2023
Q2 		– Sell
-3,090
Closed -$26.5K – 1364
2023
Q1 		$26.5K Hold
3,090
– – ﹤0.01% 2135
2022
Q4 		$28.1K Buy
+3,090
New +$26.4K ﹤0.01% 1951
2017
Q4 		– Sell
-11,618
Closed -$183K – 469
2017
Q3 		$183K Buy
+11,618
New +$182K 0.04% 401

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return

Belpointe Asset Management's EMD Position: Q2 2023 in Review

Belpointe Asset Management sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q2 2023, closing a stake of 3,090 shares — an estimated $26.5K sold.

Belpointe Asset Management first reported a position in EMD in Q3 2017 and held it in 3 quarters. The position peaked at $183K in Q3 2017. 87 funds tracked by Wall St. Rank hold EMD as of Q2 2023.

  • Belpointe Asset Management reported no remaining Western Asset Emerging Markets Debt Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 3,090 Western Asset Emerging Markets Debt Fund shares in Q2 2023, an estimated $26.5K.
  • Belpointe Asset Management first reported a position in Western Asset Emerging Markets Debt Fund in Q3 2017 and held it in 3 quarters.
  • Belpointe Asset Management's Western Asset Emerging Markets Debt Fund position peaked at $183K in Q3 2017.
  • 87 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.