FSA Wealth Management’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

FSA Wealth Management’s Portfolio EMD Stock Details EMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,000	Closed	-$14K	–	112
2020 Q4	$14K	Buy	+1,000	New	+$13.1K	0.01%	234
2020 Q3	–	Sell	-1,000	Closed	-$12K	–	148
2020 Q2	$12K	Hold	1,000	–	–	0.01%	250
2020 Q1	$11K	Hold	1,000	–	–	0.01%	233
2019 Q4	$14K	Buy	+1,000	New	+$14K	0.01%	267

Other funds holding EMD

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

PMAM

Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 5.97% 1-Year Est. Return

FSA Wealth Management's EMD Position: Q1 2021 in Review

FSA Wealth Management sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q1 2021, closing a stake of 1,000 shares — an estimated $14K sold.

FSA Wealth Management first reported a position in EMD in Q4 2019 and held it in 4 quarters. The position peaked at $14K in Q4 2020. 93 funds tracked by Wall St. Rank hold EMD as of Q1 2021.

FSA Wealth Management reported no remaining Western Asset Emerging Markets Debt Fund position as of Q1 2021 after selling out during the quarter.
FSA Wealth Management sold 1,000 Western Asset Emerging Markets Debt Fund shares in Q1 2021, an estimated $14K.
FSA Wealth Management first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2019 and held it in 4 quarters.
FSA Wealth Management's Western Asset Emerging Markets Debt Fund position peaked at $14K in Q4 2020.
93 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2021.

Based on FSA Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.