CAL
EMD

Capital Analysts LLC’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Capital Analysts LLC’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
2018
Q2 		– Sell
-325
Closed -$5K – 574
2018
Q1 		$5K Buy
+325
New +$4.91K ﹤0.01% 498

Other funds holding EMD

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PMLI
Penn Mutual Life Insurance Horsham, Pennsylvania $125M AUM 9.1% 1-Year Est. Return

Capital Analysts LLC's EMD Position: Q2 2018 in Review

Capital Analysts LLC sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q2 2018, closing a stake of 325 shares — an estimated $5K sold.

Capital Analysts LLC first reported a position in EMD in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 97 funds tracked by Wall St. Rank hold EMD as of Q2 2018.

  • Capital Analysts LLC reported no remaining Western Asset Emerging Markets Debt Fund position as of Q2 2018 after selling out during the quarter.
  • Capital Analysts LLC sold 325 Western Asset Emerging Markets Debt Fund shares in Q2 2018, an estimated $5K.
  • Capital Analysts LLC first reported a position in Western Asset Emerging Markets Debt Fund in Q1 2018 and held it in 1 quarter.
  • Capital Analysts LLC's Western Asset Emerging Markets Debt Fund position peaked at $5K in Q1 2018.
  • 97 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q2 2018.

Based on Capital Analysts LLC's 13F filing for Q2 2018, filed 3 Aug 2018.