EWA
EMD

EP Wealth Advisors’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

EP Wealth Advisors’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
2024
Q3 		– Sell
-23,236
Closed -$216K – 1189
2024
Q2 		$216K Buy
+23,236
New +$216K ﹤0.01% 742

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

EP Wealth Advisors's EMD Position: Q3 2024 in Review

EP Wealth Advisors sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q3 2024, closing a stake of 23,236 shares — an estimated $216K sold.

EP Wealth Advisors first reported a position in EMD in Q2 2024 and held it in 1 quarter. The position peaked at $216K in Q2 2024. 98 funds tracked by Wall St. Rank hold EMD as of Q3 2024.

  • EP Wealth Advisors reported no remaining Western Asset Emerging Markets Debt Fund position as of Q3 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 23,236 Western Asset Emerging Markets Debt Fund shares in Q3 2024, an estimated $216K.
  • EP Wealth Advisors first reported a position in Western Asset Emerging Markets Debt Fund in Q2 2024 and held it in 1 quarter.
  • EP Wealth Advisors's Western Asset Emerging Markets Debt Fund position peaked at $216K in Q2 2024.
  • 98 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q3 2024.

Based on EP Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.