Benjamin F. Edwards & Company’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Benjamin F. Edwards & Company’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
2019 Q2	–	Sell	-364	Closed	-$5K	–	1921
2019 Q1	$5K	Hold	364	–	–	﹤0.01%	1479
2018 Q4	$4K	Buy	+364	New	+$4.59K	﹤0.01%	1501
2018 Q2	–	Sell	-700	Closed	-$10K	–	1607
2018 Q1	$10K	Hold	700	–	–	﹤0.01%	1257
2017 Q4	$11K	Buy	+700	New	+$10.8K	﹤0.01%	1171

Other funds holding EMD

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

MGAM

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

PPA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Benjamin F. Edwards & Company's EMD Position: Q2 2019 in Review

Benjamin F. Edwards & Company sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q2 2019, closing a stake of 364 shares — an estimated $5K sold.

Benjamin F. Edwards & Company first reported a position in EMD in Q4 2017 and held it in 4 quarters. The position peaked at $11K in Q4 2017. 93 funds tracked by Wall St. Rank hold EMD as of Q2 2019.

Benjamin F. Edwards & Company reported no remaining Western Asset Emerging Markets Debt Fund position as of Q2 2019 after selling out during the quarter.
Benjamin F. Edwards & Company sold 364 Western Asset Emerging Markets Debt Fund shares in Q2 2019, an estimated $5K.
Benjamin F. Edwards & Company first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2017 and held it in 4 quarters.
Benjamin F. Edwards & Company's Western Asset Emerging Markets Debt Fund position peaked at $11K in Q4 2017.
93 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q2 2019.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2019, filed 8 Aug 2019.