Convergent Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Convergent Wealth Advisors’s Portfolio EMB Stock Details EMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-9,161	Closed	-$1.01M	–	40
2015 Q2	$1.01M	Hold	9,161	–	–	0.23%	28
2015 Q1	$1.03M	Buy	+9,161	New	+$1.02M	0.15%	34
2014 Q4	–	Sell	-9,161	Closed	-$1.03M	–	31
2014 Q3	$1.03M	Hold	9,161	–	–	0.14%	27
2014 Q2	$1.06M	Buy	+9,161	New	+$1.04M	0.15%	23

Other funds holding EMB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

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

WIM

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Convergent Wealth Advisors's EMB Position: Q3 2015 in Review

Convergent Wealth Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2015, closing a stake of 9,161 shares — an estimated $1.01M sold.

Convergent Wealth Advisors first reported a position in EMB in Q2 2014 and held it in 4 quarters. The position peaked at $1.06M in Q2 2014. 281 funds tracked by Wall St. Rank hold EMB as of Q3 2015.

Convergent Wealth Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2015 after selling out during the quarter.
Convergent Wealth Advisors sold 9,161 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2015, an estimated $1.01M.
Convergent Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2014 and held it in 4 quarters.
Convergent Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.06M in Q2 2014.
281 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2015.

Based on Convergent Wealth Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.