CFFP
EMD

Center for Financial Planning’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Center for Financial Planning’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
-636
Closed -$9K – 579
2019
Q4 		$9K Buy
+636
New +$8.89K ﹤0.01% 317

Other funds holding EMD

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Morgan Stanley
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
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

Center for Financial Planning's EMD Position: Q1 2020 in Review

Center for Financial Planning sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q1 2020, closing a stake of 636 shares — an estimated $9K sold.

Center for Financial Planning first reported a position in EMD in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 93 funds tracked by Wall St. Rank hold EMD as of Q1 2020.

  • Center for Financial Planning reported no remaining Western Asset Emerging Markets Debt Fund position as of Q1 2020 after selling out during the quarter.
  • Center for Financial Planning sold 636 Western Asset Emerging Markets Debt Fund shares in Q1 2020, an estimated $9K.
  • Center for Financial Planning first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2019 and held it in 1 quarter.
  • Center for Financial Planning's Western Asset Emerging Markets Debt Fund position peaked at $9K in Q4 2019.
  • 93 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2020.

Based on Center for Financial Planning's 13F filing for Q1 2020, filed 11 May 2020.