Freedom Investment Management’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Freedom Investment Management’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
2015 Q3	–	Sell	-10,450	Closed	-$457K	–	712
2015 Q2	$457K	Sell	10,450 -544	-5%	-$24.2K	0.05%	364
2015 Q1	$484K	Sell	10,994 -1,142	-9%	-$51.4K	0.05%	316
2014 Q4	$560K	Sell	12,136 -2,413	-17%	-$115K	0.07%	253
2014 Q3	$706K	Buy	14,549 +394	+3%	+$20K	0.12%	157
2014 Q2	$730K	Sell	14,155 -46	-0.3%	-$2.33K	0.12%	141
2014 Q1	$706K	Sell	14,201 -258	-2%	-$12.4K	0.15%	121
2013 Q4	$706K	Sell	14,459 -2,534	-15%	-$126K	0.18%	99
2013 Q3	$848K	Sell	16,993 -678	-4%	-$33.3K	0.24%	68
2013 Q2	$878K	Buy	+17,671	New	+$926K	0.3%	60

Other funds holding LEMB

WIM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCM

Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Freedom Investment Management's LEMB Position: Q3 2015 in Review

Freedom Investment Management sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q3 2015, closing a stake of 10,450 shares — an estimated $457K sold.

Freedom Investment Management first reported a position in LEMB in Q2 2013 and held it in 9 quarters. The position peaked at $878K in Q2 2013. 44 funds tracked by Wall St. Rank hold LEMB as of Q3 2015.

Freedom Investment Management reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q3 2015 after selling out during the quarter.
Freedom Investment Management sold 10,450 iShares JPMorgan EM Local Currency Bond ETF shares in Q3 2015, an estimated $457K.
Freedom Investment Management first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2013 and held it in 9 quarters.
Freedom Investment Management's iShares JPMorgan EM Local Currency Bond ETF position peaked at $878K in Q2 2013.
44 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q3 2015.

Based on Freedom Investment Management's 13F filing for Q3 2015, filed 13 Oct 2015.