CPA
EMD

Clear Perspective Advisors’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Clear Perspective 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
2017
Q3 		– Sell
-474
Closed -$7K – 482
2017
Q2 		$7K Buy
+474
New +$7.45K 0.01% 366

Other funds holding EMD

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Clear Perspective Advisors's EMD Position: Q3 2017 in Review

Clear Perspective Advisors sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q3 2017, closing a stake of 474 shares — an estimated $7K sold.

Clear Perspective Advisors first reported a position in EMD in Q2 2017 and held it in 1 quarter. The position peaked at $7K in Q2 2017. 94 funds tracked by Wall St. Rank hold EMD as of Q3 2017.

  • Clear Perspective Advisors reported no remaining Western Asset Emerging Markets Debt Fund position as of Q3 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 474 Western Asset Emerging Markets Debt Fund shares in Q3 2017, an estimated $7K.
  • Clear Perspective Advisors first reported a position in Western Asset Emerging Markets Debt Fund in Q2 2017 and held it in 1 quarter.
  • Clear Perspective Advisors's Western Asset Emerging Markets Debt Fund position peaked at $7K in Q2 2017.
  • 94 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q3 2017.

Based on Clear Perspective Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.