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Gateway Advisory’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Gateway Advisory’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
2016
Q3 		– Sell
-5,484
Closed -$246K – 53
2016
Q2 		$246K Buy
+5,484
New +$238K 0.1% 36

Other funds holding LEMB

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
PI
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Gateway Advisory's LEMB Position: Q3 2016 in Review

Gateway Advisory sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q3 2016, closing a stake of 5,484 shares — an estimated $246K sold.

Gateway Advisory first reported a position in LEMB in Q2 2016 and held it in 1 quarter. The position peaked at $246K in Q2 2016. 60 funds tracked by Wall St. Rank hold LEMB as of Q3 2016.

  • Gateway Advisory reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Gateway Advisory sold 5,484 iShares JPMorgan EM Local Currency Bond ETF shares in Q3 2016, an estimated $246K.
  • Gateway Advisory first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2016 and held it in 1 quarter.
  • Gateway Advisory's iShares JPMorgan EM Local Currency Bond ETF position peaked at $246K in Q2 2016.
  • 60 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q3 2016.

Based on Gateway Advisory's 13F filing for Q3 2016, filed 14 Oct 2016.