Financial Architects (New Jersey)’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Financial Architects (New Jersey)’s Portfolio LEMB Stock Details LEMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-59	Closed	-$3K	–	1452
2016 Q3	$3K	Hold	59	–	–	﹤0.01%	1251
2016 Q2	$3K	Hold	59	–	–	﹤0.01%	1218
2016 Q1	$3K	Buy	+59	New	+$2.39K	﹤0.01%	981
2015 Q3	–	Sell	-59	Closed	-$3K	–	591
2015 Q2	$3K	Buy	+59	New	+$2.63K	﹤0.01%	1052

Other funds holding LEMB

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Financial Architects (New Jersey)'s LEMB Position: Q4 2016 in Review

Financial Architects (New Jersey) sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q4 2016, closing a stake of 59 shares — an estimated $3K sold.

Financial Architects (New Jersey) first reported a position in LEMB in Q2 2015 and held it in 4 quarters. The position peaked at $3K in Q3 2016. 44 funds tracked by Wall St. Rank hold LEMB as of Q4 2016.

Financial Architects (New Jersey) reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q4 2016 after selling out during the quarter.
Financial Architects (New Jersey) sold 59 iShares JPMorgan EM Local Currency Bond ETF shares in Q4 2016, an estimated $3K.
Financial Architects (New Jersey) first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2015 and held it in 4 quarters.
Financial Architects (New Jersey)'s iShares JPMorgan EM Local Currency Bond ETF position peaked at $3K in Q3 2016.
44 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q4 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2016, filed 6 Feb 2017.