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Formidable Asset Management’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Formidable Asset Management’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
Q1 		– Sell
-39,398
Closed -$1.97M – 101
2017
Q4 		$1.97M Buy
+39,398
New +$1.98M 0.91% 22

Other funds holding EMHY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Formidable Asset Management's EMHY Position: Q1 2018 in Review

Formidable Asset Management sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q1 2018, closing a stake of 39,398 shares — an estimated $1.97M sold.

Formidable Asset Management first reported a position in EMHY in Q4 2017 and held it in 1 quarter. The position peaked at $1.97M in Q4 2017. 82 funds tracked by Wall St. Rank hold EMHY as of Q1 2018.

  • Formidable Asset Management reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Formidable Asset Management sold 39,398 iShares JPMorgan EM High Yield Bond ETF shares in Q1 2018, an estimated $1.97M.
  • Formidable Asset Management first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2017 and held it in 1 quarter.
  • Formidable Asset Management's iShares JPMorgan EM High Yield Bond ETF position peaked at $1.97M in Q4 2017.
  • 82 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q1 2018.

Based on Formidable Asset Management's 13F filing for Q1 2018, filed 4 May 2018.