EWM
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Evercore Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Evercore Wealth Management’s Portfolio EMB Stock Details EMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,835
Closed -$195K – 1025
2015
Q3 		$195K Buy
+1,835
New +$199K 0.01% 382

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evercore Wealth Management's EMB Position: Q4 2015 in Review

Evercore Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2015, closing a stake of 1,835 shares — an estimated $195K sold.

Evercore Wealth Management first reported a position in EMB in Q3 2015 and held it in 1 quarter. The position peaked at $195K in Q3 2015. 310 funds tracked by Wall St. Rank hold EMB as of Q4 2015.

  • Evercore Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 1,835 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2015, an estimated $195K.
  • Evercore Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2015 and held it in 1 quarter.
  • Evercore Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $195K in Q3 2015.
  • 310 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.