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Convergent Wealth Advisors’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Convergent Wealth Advisors’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
2013
Q3 		– Sell
-37,100
Closed -$1.84M – 37
2013
Q2 		$1.84M Buy
+37,100
New +$1.94M 0.34% 16

Other funds holding LEMB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

Convergent Wealth Advisors's LEMB Position: Q3 2013 in Review

Convergent Wealth Advisors sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q3 2013, closing a stake of 37,100 shares — an estimated $1.84M sold.

Convergent Wealth Advisors first reported a position in LEMB in Q2 2013 and held it in 1 quarter. The position peaked at $1.84M in Q2 2013. 32 funds tracked by Wall St. Rank hold LEMB as of Q3 2013.

  • Convergent Wealth Advisors reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Convergent Wealth Advisors sold 37,100 iShares JPMorgan EM Local Currency Bond ETF shares in Q3 2013, an estimated $1.84M.
  • Convergent Wealth Advisors first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2013 and held it in 1 quarter.
  • Convergent Wealth Advisors's iShares JPMorgan EM Local Currency Bond ETF position peaked at $1.84M in Q2 2013.
  • 32 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q3 2013.

Based on Convergent Wealth Advisors's 13F filing for Q3 2013, filed 8 Nov 2013.