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Cabot Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Cabot Wealth Management’s Portfolio EMB Stock Details EMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-34,998
Closed -$4M – 132
2017
Q2 		$4M Buy
+34,998
New +$4.02M 0.93% 42

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cabot Wealth Management's EMB Position: Q3 2017 in Review

Cabot Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2017, closing a stake of 34,998 shares — an estimated $4M sold.

Cabot Wealth Management first reported a position in EMB in Q2 2017 and held it in 1 quarter. The position peaked at $4M in Q2 2017. 442 funds tracked by Wall St. Rank hold EMB as of Q3 2017.

  • Cabot Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Cabot Wealth Management sold 34,998 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2017, an estimated $4M.
  • Cabot Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2017 and held it in 1 quarter.
  • Cabot Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4M in Q2 2017.
  • 442 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2017.

Based on Cabot Wealth Management's 13F filing for Q3 2017, filed 6 Nov 2017.