Carroll Financial Associates’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Carroll Financial Associates’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 Q3	–	Sell	-169	Closed	-$2K	–	1536
2020 Q2	$2K	Hold	169	–	–	﹤0.01%	1345
2020 Q1	$1K	Buy	+169	New	+$2.29K	﹤0.01%	1356

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PPA

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RCM

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

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

SCM

Saba Capital Management New York $3.62B AUM 13% 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

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

Carroll Financial Associates's EMD Position: Q3 2020 in Review

Carroll Financial Associates sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q3 2020, closing a stake of 169 shares — an estimated $2K sold.

Carroll Financial Associates first reported a position in EMD in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 87 funds tracked by Wall St. Rank hold EMD as of Q3 2020.

Carroll Financial Associates reported no remaining Western Asset Emerging Markets Debt Fund position as of Q3 2020 after selling out during the quarter.
Carroll Financial Associates sold 169 Western Asset Emerging Markets Debt Fund shares in Q3 2020, an estimated $2K.
Carroll Financial Associates first reported a position in Western Asset Emerging Markets Debt Fund in Q1 2020 and held it in 2 quarters.
Carroll Financial Associates's Western Asset Emerging Markets Debt Fund position peaked at $2K in Q2 2020.
87 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q3 2020.

Based on Carroll Financial Associates's 13F filing for Q3 2020, filed 6 Oct 2020.