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EP Wealth Advisors’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

EP Wealth Advisors’s Portfolio EMHY Stock Details EMHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-29,670
Closed -$1.51M – 199
2017
Q3 		$1.51M Sell
29,670
-13,486
-31% -$681K 0.17% 66
2017
Q2 		$2.17M Buy
+43,156
New +$2.17M 0.27% 58

Other funds holding EMHY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EP Wealth Advisors's EMHY Position: Q4 2017 in Review

EP Wealth Advisors sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q4 2017, closing a stake of 29,670 shares — an estimated $1.51M sold.

EP Wealth Advisors first reported a position in EMHY in Q2 2017 and held it in 2 quarters. The position peaked at $2.17M in Q2 2017. 76 funds tracked by Wall St. Rank hold EMHY as of Q4 2017.

  • EP Wealth Advisors reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q4 2017 after selling out during the quarter.
  • EP Wealth Advisors sold 29,670 iShares JPMorgan EM High Yield Bond ETF shares in Q4 2017, an estimated $1.51M.
  • EP Wealth Advisors first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q2 2017 and held it in 2 quarters.
  • EP Wealth Advisors's iShares JPMorgan EM High Yield Bond ETF position peaked at $2.17M in Q2 2017.
  • 76 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q4 2017.

Based on EP Wealth Advisors's 13F filing for Q4 2017, filed 15 Feb 2018.