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Calton & Associates’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Calton & Associates’s Portfolio EMHY Stock Details EMHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-4,968
Closed -$244K – 325
2018
Q1 		$244K Buy
4,968
+569
+13% +$28.1K 0.07% 283
2017
Q4 		$220K Buy
+4,399
New +$221K 0.06% 323

Other funds holding EMHY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Calton & Associates's EMHY Position: Q2 2018 in Review

Calton & Associates sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q2 2018, closing a stake of 4,968 shares — an estimated $244K sold.

Calton & Associates first reported a position in EMHY in Q4 2017 and held it in 2 quarters. The position peaked at $244K in Q1 2018. 70 funds tracked by Wall St. Rank hold EMHY as of Q2 2018.

  • Calton & Associates reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Calton & Associates sold 4,968 iShares JPMorgan EM High Yield Bond ETF shares in Q2 2018, an estimated $244K.
  • Calton & Associates first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2017 and held it in 2 quarters.
  • Calton & Associates's iShares JPMorgan EM High Yield Bond ETF position peaked at $244K in Q1 2018.
  • 70 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q2 2018.

Based on Calton & Associates's 13F filing for Q2 2018, filed 10 Aug 2018.