Envestnet Asset Management
EMD

Envestnet Asset Management’s Western Asset Emerging Markets EMD Stock Holding History

Envestnet Asset 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
2013
Q4 		– Sell
-2,500
Closed -$31K – 2661
2013
Q3 		$31K Sell
2,500
-2,200
-47% -$27.5K ﹤0.01% 1346
2013
Q2 		$62K Buy
+4,700
New +$68.6K ﹤0.01% 1125

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return

Envestnet Asset Management's EMD Position: Q4 2013 in Review

Envestnet Asset Management sold out of Western Asset Emerging Markets (EMD) in Q4 2013, closing a stake of 2,500 shares — an estimated $31K sold.

Envestnet Asset Management first reported a position in EMD in Q2 2013 and held it in 2 quarters. The position peaked at $62K in Q2 2013. 59 funds tracked by Wall St. Rank hold EMD as of Q4 2013.

  • Envestnet Asset Management reported no remaining Western Asset Emerging Markets position as of Q4 2013 after selling out during the quarter.
  • Envestnet Asset Management sold 2,500 Western Asset Emerging Markets shares in Q4 2013, an estimated $31K.
  • Envestnet Asset Management first reported a position in Western Asset Emerging Markets in Q2 2013 and held it in 2 quarters.
  • Envestnet Asset Management's Western Asset Emerging Markets position peaked at $62K in Q2 2013.
  • 59 funds tracked by Wall St. Rank held Western Asset Emerging Markets as of Q4 2013.

Based on Envestnet Asset Management's 13F filing for Q4 2013, filed 12 Feb 2014.