CCM
EMD

Coe Capital Management’s Western Asset Emerging Markets EMD Stock Holding History

Coe Capital Management’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
2015
Q1 		– Sell
-20,000
Closed -$219K – 292
2014
Q4 		$219K Buy
+20,000
New +$232K 0.07% 227

Other funds holding EMD

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Coe Capital Management's EMD Position: Q1 2015 in Review

Coe Capital Management sold out of Western Asset Emerging Markets (EMD) in Q1 2015, closing a stake of 20,000 shares — an estimated $219K sold.

Coe Capital Management first reported a position in EMD in Q4 2014 and held it in 1 quarter. The position peaked at $219K in Q4 2014. 52 funds tracked by Wall St. Rank hold EMD as of Q1 2015.

  • Coe Capital Management reported no remaining Western Asset Emerging Markets position as of Q1 2015 after selling out during the quarter.
  • Coe Capital Management sold 20,000 Western Asset Emerging Markets shares in Q1 2015, an estimated $219K.
  • Coe Capital Management first reported a position in Western Asset Emerging Markets in Q4 2014 and held it in 1 quarter.
  • Coe Capital Management's Western Asset Emerging Markets position peaked at $219K in Q4 2014.
  • 52 funds tracked by Wall St. Rank held Western Asset Emerging Markets as of Q1 2015.

Based on Coe Capital Management's 13F filing for Q1 2015, filed 14 May 2015.