Doyle Wealth Management’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Doyle Wealth Management’s Portfolio EMD Stock Details EMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-309	Closed	-$4K	–	351
2019 Q2	$4K	Buy	+309	New	+$4.29K	﹤0.01%	747
2019 Q1	–	Sell	-309	Closed	-$4K	–	337
2018 Q4	$4K	Buy	+309	New	+$3.9K	﹤0.01%	745

Other funds holding EMD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PMAM

Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 5.97% 1-Year Est. Return

Doyle Wealth Management's EMD Position: Q3 2019 in Review

Doyle Wealth Management sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q3 2019, closing a stake of 309 shares — an estimated $4K sold.

Doyle Wealth Management first reported a position in EMD in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 93 funds tracked by Wall St. Rank hold EMD as of Q3 2019.

Doyle Wealth Management reported no remaining Western Asset Emerging Markets Debt Fund position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 309 Western Asset Emerging Markets Debt Fund shares in Q3 2019, an estimated $4K.
Doyle Wealth Management first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's Western Asset Emerging Markets Debt Fund position peaked at $4K in Q2 2019.
93 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.