CPP
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Crow Point Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Crow Point Partners’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
2017
Q3 		– Sell
-2,893
Closed -$331K – 250
2017
Q2 		$331K Buy
2,893
+860
+42% +$98.8K 0.05% 105
2017
Q1 		$231K Buy
+2,033
New +$229K 0.04% 135

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Crow Point Partners's EMB Position: Q3 2017 in Review

Crow Point Partners sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2017, closing a stake of 2,893 shares — an estimated $331K sold.

Crow Point Partners first reported a position in EMB in Q1 2017 and held it in 2 quarters. The position peaked at $331K in Q2 2017. 442 funds tracked by Wall St. Rank hold EMB as of Q3 2017.

  • Crow Point Partners reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Crow Point Partners sold 2,893 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2017, an estimated $331K.
  • Crow Point Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2017 and held it in 2 quarters.
  • Crow Point Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $331K in Q2 2017.
  • 442 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2017.

Based on Crow Point Partners's 13F filing for Q3 2017, filed 5 Oct 2017.