EWM
EMD

Elite Wealth Management’s Western Asset Emerging Markets EMD Stock Holding History

Elite 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
2014
Q4 		– Sell
-480
Closed -$6K – 627
2014
Q3 		$6K Hold
480
– – 0.01% 349
2014
Q2 		$6K Hold
480
– – 0.01% 289
2014
Q1 		$6K Hold
480
– – ﹤0.01% 272
2013
Q4 		$6K Buy
+480
New +$5.82K ﹤0.01% 442

Other funds holding EMD

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Elite Wealth Management's EMD Position: Q4 2014 in Review

Elite Wealth Management sold out of Western Asset Emerging Markets (EMD) in Q4 2014, closing a stake of 480 shares — an estimated $6K sold.

Elite Wealth Management first reported a position in EMD in Q4 2013 and held it in 4 quarters. The position peaked at $6K in Q3 2014. 54 funds tracked by Wall St. Rank hold EMD as of Q4 2014.

  • Elite Wealth Management reported no remaining Western Asset Emerging Markets position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 480 Western Asset Emerging Markets shares in Q4 2014, an estimated $6K.
  • Elite Wealth Management first reported a position in Western Asset Emerging Markets in Q4 2013 and held it in 4 quarters.
  • Elite Wealth Management's Western Asset Emerging Markets position peaked at $6K in Q3 2014.
  • 54 funds tracked by Wall St. Rank held Western Asset Emerging Markets as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.