Fidelity Investments’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Fidelity Investments’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 Q1	–	Sell	-3	Closed	-$28	–	5465
2023 Q4	$28	Buy	+3	New	+$26	﹤0.01%	5124
2021 Q4	–	Sell	-2	Closed	–	–	4486
2021 Q3	$0	Buy	+2	New	+$28	﹤0.01%	4510
2019 Q1	–	Sell	-1	Closed	–	–	3725
2018 Q4	$0	Hold	1	–	–	﹤0.01%	3642
2018 Q3	$0	Buy	+1	New	+$13	﹤0.01%	3572

Other funds holding EMD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PCM

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BRWA

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

Fidelity Investments's EMD Position: Q1 2024 in Review

Fidelity Investments sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q1 2024, closing a stake of 3 shares — an estimated $28 sold.

Fidelity Investments first reported a position in EMD in Q3 2018 and held it in 4 quarters. The position peaked at $28 in Q4 2023. 92 funds tracked by Wall St. Rank hold EMD as of Q1 2024.

Fidelity Investments reported no remaining Western Asset Emerging Markets Debt Fund position as of Q1 2024 after selling out during the quarter.
Fidelity Investments sold 3 Western Asset Emerging Markets Debt Fund shares in Q1 2024, an estimated $28.
Fidelity Investments first reported a position in Western Asset Emerging Markets Debt Fund in Q3 2018 and held it in 4 quarters.
Fidelity Investments's Western Asset Emerging Markets Debt Fund position peaked at $28 in Q4 2023.
92 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.