FinTrust Investment Advisory Services’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

FinTrust Investment Advisory Services’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
2018 Q1	$2.78M	Buy	55,192 +2,045	+4%	+$102K	2.54%	9
2017 Q4	$2.56M	Buy	53,147 +1,115	+2%	+$52.9K	2.26%	10
2017 Q3	$2.51M	Buy	+52,032	New	+$2.5M	2.41%	9

Other funds holding LEMB

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

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

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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

EIA

Edgemoor Investment Advisors Bethesda, Maryland $1.47B AUM 37.62% 1-Year Est. Return

FinTrust Investment Advisory Services's LEMB Position: Q1 2018 in Review

FinTrust Investment Advisory Services increased its iShares JPMorgan EM Local Currency Bond ETF (LEMB) stake by 3.8% in Q1 2018, buying an estimated $102K and bringing the position to 55,192 shares worth $2.78M. The position accounts for 2.54% of the portfolio, ranked #9.

FinTrust Investment Advisory Services first reported a position in LEMB in Q3 2017 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold LEMB as of Q1 2018.

FinTrust Investment Advisory Services held 55,192 shares of iShares JPMorgan EM Local Currency Bond ETF worth $2.78M as of Q1 2018.
FinTrust Investment Advisory Services bought 2,045 iShares JPMorgan EM Local Currency Bond ETF shares in Q1 2018, an estimated $102K.
iShares JPMorgan EM Local Currency Bond ETF made up 2.54% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #9 holding.
FinTrust Investment Advisory Services first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q3 2017 and has held it in 3 quarters since.
74 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.