Golden State Equity Partners’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Golden State Equity Partners’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 Q3	–	Sell	-10,213	Closed	-$143K	–	246
2021 Q2	$143K	Buy	+10,213	New	+$141K	0.06%	241
2021 Q1	–	Sell	-12,119	Closed	-$168K	–	185
2020 Q4	$168K	Buy	+12,119	New	+$159K	0.12%	173

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

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

PCM

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

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

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Golden State Equity Partners's EMD Position: Q3 2021 in Review

Golden State Equity Partners sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q3 2021, closing a stake of 10,213 shares — an estimated $143K sold.

Golden State Equity Partners first reported a position in EMD in Q4 2020 and held it in 2 quarters. The position peaked at $168K in Q4 2020. 94 funds tracked by Wall St. Rank hold EMD as of Q3 2021.

Golden State Equity Partners reported no remaining Western Asset Emerging Markets Debt Fund position as of Q3 2021 after selling out during the quarter.
Golden State Equity Partners sold 10,213 Western Asset Emerging Markets Debt Fund shares in Q3 2021, an estimated $143K.
Golden State Equity Partners first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2020 and held it in 2 quarters.
Golden State Equity Partners's Western Asset Emerging Markets Debt Fund position peaked at $168K in Q4 2020.
94 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q3 2021.

Based on Golden State Equity Partners's 13F filing for Q3 2021, filed 15 Nov 2021.