Concert Wealth Management’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Concert Wealth Management’s Portfolio EMHY Stock Details EMHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-8,390	Closed	-$378K	–	700
2015 Q3	$378K	Buy	8,390 +768	+10%	+$35.9K	0.05%	415
2015 Q2	$365K	Buy	+7,622	New	+$372K	0.05%	443

Other funds holding EMHY

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Concert Wealth Management's EMHY Position: Q4 2015 in Review

Concert Wealth Management sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q4 2015, closing a stake of 8,390 shares — an estimated $378K sold.

Concert Wealth Management first reported a position in EMHY in Q2 2015 and held it in 2 quarters. The position peaked at $378K in Q3 2015. 34 funds tracked by Wall St. Rank hold EMHY as of Q4 2015.

Concert Wealth Management reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q4 2015 after selling out during the quarter.
Concert Wealth Management sold 8,390 iShares JPMorgan EM High Yield Bond ETF shares in Q4 2015, an estimated $378K.
Concert Wealth Management first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q2 2015 and held it in 2 quarters.
Concert Wealth Management's iShares JPMorgan EM High Yield Bond ETF position peaked at $378K in Q3 2015.
34 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q4 2015.

Based on Concert Wealth Management's 13F filing for Q4 2015, filed 9 Feb 2016.