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Financial Partners Group (Kansas)’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Financial Partners Group (Kansas)’s Portfolio EMHY Stock Details EMHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-5,118
Closed -$235K – 76
2018
Q2 		$235K Sell
5,118
-1,295
-20% -$61.3K 0.17% 70
2018
Q1 		$314K Buy
6,413
+515
+9% +$25.4K 0.25% 58
2017
Q4 		$295K Buy
+5,898
New +$296K 0.23% 61

Other funds holding EMHY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Financial Partners Group (Kansas)'s EMHY Position: Q3 2018 in Review

Financial Partners Group (Kansas) sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q3 2018, closing a stake of 5,118 shares — an estimated $235K sold.

Financial Partners Group (Kansas) first reported a position in EMHY in Q4 2017 and held it in 3 quarters. The position peaked at $314K in Q1 2018. 63 funds tracked by Wall St. Rank hold EMHY as of Q3 2018.

  • Financial Partners Group (Kansas) reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 5,118 iShares JPMorgan EM High Yield Bond ETF shares in Q3 2018, an estimated $235K.
  • Financial Partners Group (Kansas) first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2017 and held it in 3 quarters.
  • Financial Partners Group (Kansas)'s iShares JPMorgan EM High Yield Bond ETF position peaked at $314K in Q1 2018.
  • 63 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q3 2018.

Based on Financial Partners Group (Kansas)'s 13F filing for Q3 2018, filed 2 Nov 2018.