Cavalier Investments’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Cavalier Investments’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
2016 Q4	–	Sell	-3,944	Closed	-$462K	–	133
2016 Q3	$462K	Sell	3,944 -4,708	-54%	-$549K	0.28%	71
2016 Q2	$996K	Buy	+8,652	New	+$965K	0.58%	36
2016 Q1	–	Sell	-11,061	Closed	-$1.17M	–	108
2015 Q4	$1.17M	Buy	+11,061	New	+$1.19M	0.7%	27

Other funds holding EMB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Cavalier Investments's EMB Position: Q4 2016 in Review

Cavalier Investments sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2016, closing a stake of 3,944 shares — an estimated $462K sold.

Cavalier Investments first reported a position in EMB in Q4 2015 and held it in 3 quarters. The position peaked at $1.17M in Q4 2015. 383 funds tracked by Wall St. Rank hold EMB as of Q4 2016.

Cavalier Investments reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2016 after selling out during the quarter.
Cavalier Investments sold 3,944 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2016, an estimated $462K.
Cavalier Investments first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2015 and held it in 3 quarters.
Cavalier Investments's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.17M in Q4 2015.
383 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2016.

Based on Cavalier Investments's 13F filing for Q4 2016, filed 3 Feb 2017.