Capital Directions Investment Advisors’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Capital Directions Investment Advisors’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
2020 Q1	–	Sell	-1,000	Closed	-$14K	–	234
2019 Q4	$14K	Hold	1,000	–	–	﹤0.01%	212
2019 Q3	$14K	Buy	+1,000	New	+$14.1K	﹤0.01%	205

Other funds holding EMD

MGAM

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

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

PPA

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Capital Directions Investment Advisors's EMD Position: Q1 2020 in Review

Capital Directions Investment Advisors sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q1 2020, closing a stake of 1,000 shares — an estimated $14K sold.

Capital Directions Investment Advisors first reported a position in EMD in Q3 2019 and held it in 2 quarters. The position peaked at $14K in Q4 2019. 93 funds tracked by Wall St. Rank hold EMD as of Q1 2020.

Capital Directions Investment Advisors reported no remaining Western Asset Emerging Markets Debt Fund position as of Q1 2020 after selling out during the quarter.
Capital Directions Investment Advisors sold 1,000 Western Asset Emerging Markets Debt Fund shares in Q1 2020, an estimated $14K.
Capital Directions Investment Advisors first reported a position in Western Asset Emerging Markets Debt Fund in Q3 2019 and held it in 2 quarters.
Capital Directions Investment Advisors's Western Asset Emerging Markets Debt Fund position peaked at $14K in Q4 2019.
93 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2020.

Based on Capital Directions Investment Advisors's 13F filing for Q1 2020, filed 11 May 2020.