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Destination Wealth Management’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Destination Wealth Management’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
2016
Q3 		– Sell
-5,901
Closed -$265K – 168
2016
Q2 		$265K Buy
+5,901
New +$256K 0.02% 131

Other funds holding LEMB

WIM
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UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
PI
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Destination Wealth Management's LEMB Position: Q3 2016 in Review

Destination Wealth Management sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q3 2016, closing a stake of 5,901 shares — an estimated $265K sold.

Destination Wealth Management first reported a position in LEMB in Q2 2016 and held it in 1 quarter. The position peaked at $265K in Q2 2016. 60 funds tracked by Wall St. Rank hold LEMB as of Q3 2016.

  • Destination Wealth Management reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Destination Wealth Management sold 5,901 iShares JPMorgan EM Local Currency Bond ETF shares in Q3 2016, an estimated $265K.
  • Destination Wealth Management first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2016 and held it in 1 quarter.
  • Destination Wealth Management's iShares JPMorgan EM Local Currency Bond ETF position peaked at $265K in Q2 2016.
  • 60 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q3 2016.

Based on Destination Wealth Management's 13F filing for Q3 2016, filed 14 Nov 2016.