Fort Point Capital Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Fort Point Capital Partners’s Portfolio EMB Stock Details EMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-11,026	Closed	-$1.21M	–	88
2015 Q2	$1.21M	Buy	11,026 +7,806	+242%	+$874K	0.76%	26
2015 Q1	$361K	Hold	3,220	–	–	0.24%	40
2014 Q4	$353K	Hold	3,220	–	–	0.26%	39
2014 Q3	$363K	Hold	3,220	–	–	0.27%	39
2014 Q2	$371K	Sell	3,220 -31	-1%	-$3.52K	0.33%	27
2014 Q1	$362K	Sell	3,251 -1,101	-25%	-$120K	0.35%	27
2013 Q4	$471K	Buy	+4,352	New	+$475K	0.35%	25

Other funds holding EMB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fort Point Capital Partners's EMB Position: Q3 2015 in Review

Fort Point Capital Partners sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2015, closing a stake of 11,026 shares — an estimated $1.21M sold.

Fort Point Capital Partners first reported a position in EMB in Q4 2013 and held it in 7 quarters. The position peaked at $1.21M in Q2 2015. 281 funds tracked by Wall St. Rank hold EMB as of Q3 2015.

Fort Point Capital Partners reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2015 after selling out during the quarter.
Fort Point Capital Partners sold 11,026 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2015, an estimated $1.21M.
Fort Point Capital Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2013 and held it in 7 quarters.
Fort Point Capital Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.21M in Q2 2015.
281 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2015.

Based on Fort Point Capital Partners's 13F filing for Q3 2015, filed 16 Nov 2015.