Commonwealth Equity Services’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Commonwealth Equity Services’s Portfolio LEMB Stock Details LEMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-14,053	Closed	-$558K	–	2215
2015 Q3	$558K	Buy	14,053 +1,647	+13%	+$68.3K	0.01%	1191
2015 Q2	$542K	Buy	12,406 +7,825	+171%	+$349K	0.01%	1292
2015 Q1	$202K	Buy	+4,581	New	+$206K	﹤0.01%	1920
2013 Q3	–	Sell	-61,286	Closed	-$3.04M	–	1898
2013 Q2	$3.04M	Buy	+61,286	New	+$3.21M	0.05%	311

Other funds holding LEMB

WIM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Commonwealth Equity Services's LEMB Position: Q4 2015 in Review

Commonwealth Equity Services sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q4 2015, closing a stake of 14,053 shares — an estimated $558K sold.

Commonwealth Equity Services first reported a position in LEMB in Q2 2013 and held it in 4 quarters. The position peaked at $3.04M in Q2 2013. 39 funds tracked by Wall St. Rank hold LEMB as of Q4 2015.

Commonwealth Equity Services reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q4 2015 after selling out during the quarter.
Commonwealth Equity Services sold 14,053 iShares JPMorgan EM Local Currency Bond ETF shares in Q4 2015, an estimated $558K.
Commonwealth Equity Services first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2013 and held it in 4 quarters.
Commonwealth Equity Services's iShares JPMorgan EM Local Currency Bond ETF position peaked at $3.04M in Q2 2013.
39 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q4 2015.

Based on Commonwealth Equity Services's 13F filing for Q4 2015, filed 19 Jan 2016.