Fusion Investment Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Fusion Investment Group’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 Q4	$212K	Buy	2,003 +45	+2%	+$4.85K	0.57%	55
2015 Q3	$208K	Sell	1,958 -11,125	-85%	-$1.21M	0.49%	61
2015 Q2	$1.44M	Buy	13,083 +775	+6%	+$86.7K	1.11%	15
2015 Q1	$1.38M	Hold	12,308	–	–	1.1%	13
2014 Q4	$1.35M	Buy	12,308 +9,610	+356%	+$1.08M	1.14%	13
2014 Q3	$304K	Sell	2,698 -4,435	-62%	-$508K	0.26%	60
2014 Q2	$822K	Buy	7,133 +4,733	+197%	+$537K	0.71%	23
2014 Q1	$271K	Buy	2,400 +114	+5%	+$12.4K	0.28%	59
2013 Q4	$247K	Buy	+2,286	New	+$250K	0.18%	109

Other funds holding EMB

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

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

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

WIM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

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

Fusion Investment Group's EMB Position: Q4 2015 in Review

Fusion Investment Group increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 2.3% in Q4 2015, buying an estimated $4.85K and bringing the position to 2,003 shares worth $212K. The position accounts for 0.57% of the portfolio, ranked #55.

Fusion Investment Group first reported a position in EMB in Q4 2013 and has held it in 9 quarters since. The position peaked at $1.44M in Q2 2015. 310 funds tracked by Wall St. Rank hold EMB as of Q4 2015.

Fusion Investment Group held 2,003 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $212K as of Q4 2015.
Fusion Investment Group bought 45 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2015, an estimated $4.85K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.57% of Fusion Investment Group's portfolio in Q4 2015, its #55 holding.
Fusion Investment Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2013 and has held it in 9 quarters since.
Fusion Investment Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.44M in Q2 2015.
310 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.