Global Wealth Management Investment Advisory’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Global Wealth Management Investment Advisory’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 Q4	–	Sell	-253	Closed	-$3K	–	465
2021 Q3	$3K	Buy	+253	New	+$3.52K	﹤0.01%	387
2019 Q1	–	Sell	-1,417	Closed	-$17K	–	696
2018 Q4	$17K	Buy	+1,417	New	+$17.9K	0.01%	314

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Global Wealth Management Investment Advisory's EMD Position: Q4 2021 in Review

Global Wealth Management Investment Advisory sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q4 2021, closing a stake of 253 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in EMD in Q4 2018 and held it in 2 quarters. The position peaked at $17K in Q4 2018. 95 funds tracked by Wall St. Rank hold EMD as of Q4 2021.

Global Wealth Management Investment Advisory reported no remaining Western Asset Emerging Markets Debt Fund position as of Q4 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 253 Western Asset Emerging Markets Debt Fund shares in Q4 2021, an estimated $3K.
Global Wealth Management Investment Advisory first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2018 and held it in 2 quarters.
Global Wealth Management Investment Advisory's Western Asset Emerging Markets Debt Fund position peaked at $17K in Q4 2018.
95 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q4 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2021, filed 15 Feb 2022.