Financial Management Professionals’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Financial Management Professionals’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
2019 Q2	–	Sell	-22,547	Closed	-$988K	–	325
2019 Q1	$988K	Buy	+22,547	New	+$1M	0.4%	23
2018 Q2	–	Sell	-209,996	Closed	-$10.5M	–	294
2018 Q1	$10.5M	Buy	209,996 +10,499	+5%	+$524K	5.45%	4
2017 Q4	$9.62M	Buy	199,497 +2,877	+1%	+$137K	4.06%	6
2017 Q3	$9.48M	Buy	196,620 +2,037	+1%	+$97.8K	4.16%	6
2017 Q2	$9.07M	Buy	+194,583	New	+$8.98M	4.11%	8

Other funds holding LEMB

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

VIP

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Financial Management Professionals's LEMB Position: Q2 2019 in Review

Financial Management Professionals sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q2 2019, closing a stake of 22,547 shares — an estimated $988K sold.

Financial Management Professionals first reported a position in LEMB in Q2 2017 and held it in 5 quarters. The position peaked at $10.5M in Q1 2018. 76 funds tracked by Wall St. Rank hold LEMB as of Q2 2019.

Financial Management Professionals reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q2 2019 after selling out during the quarter.
Financial Management Professionals sold 22,547 iShares JPMorgan EM Local Currency Bond ETF shares in Q2 2019, an estimated $988K.
Financial Management Professionals first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2017 and held it in 5 quarters.
Financial Management Professionals's iShares JPMorgan EM Local Currency Bond ETF position peaked at $10.5M in Q1 2018.
76 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q2 2019.

Based on Financial Management Professionals's 13F filing for Q2 2019, filed 29 Jul 2019.