Family Management’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Family 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
2023 Q1	–	Sell	-19,273	Closed	-$176K	–	156
2022 Q4	$176K	Buy	+19,273	New	+$165K	0.04%	135
2020 Q1	–	Sell	-35,573	Closed	-$508K	–	167
2019 Q4	$508K	Buy	35,573 +5,835	+20%	+$81.6K	0.18%	95
2019 Q3	$413K	Sell	29,738 -4,541	-13%	-$63.9K	0.15%	93
2019 Q2	$491K	Buy	34,279 +685	+2%	+$9.5K	0.19%	88
2019 Q1	$458K	Sell	33,594 -8,926	-21%	-$121K	0.2%	85
2018 Q4	$523K	Buy	+42,520	New	+$537K	0.22%	78

Other funds holding EMD

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Family Management's EMD Position: Q1 2023 in Review

Family Management sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q1 2023, closing a stake of 19,273 shares — an estimated $176K sold.

Family Management first reported a position in EMD in Q4 2018 and held it in 6 quarters. The position peaked at $523K in Q4 2018. 91 funds tracked by Wall St. Rank hold EMD as of Q1 2023.

Family Management reported no remaining Western Asset Emerging Markets Debt Fund position as of Q1 2023 after selling out during the quarter.
Family Management sold 19,273 Western Asset Emerging Markets Debt Fund shares in Q1 2023, an estimated $176K.
Family Management first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2018 and held it in 6 quarters.
Family Management's Western Asset Emerging Markets Debt Fund position peaked at $523K in Q4 2018.
91 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2023.

Based on Family Management's 13F filing for Q1 2023, filed 15 May 2023.