Gradient Investments’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Gradient Investments’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
2020 Q3	–	Sell	-354	Closed	-$4K	–	1163
2020 Q2	$4K	Hold	354	–	–	﹤0.01%	769
2020 Q1	$4K	Buy	+354	New	+$4.8K	﹤0.01%	802
2018 Q2	–	Sell	-241	Closed	-$4K	–	1026
2018 Q1	$4K	Buy	+241	New	+$3.64K	﹤0.01%	741
2015 Q4	–	Sell	-42	Closed	-$1K	–	690
2015 Q3	$1K	Hold	42	–	–	﹤0.01%	536
2015 Q2	$1K	Hold	42	–	–	﹤0.01%	564
2015 Q1	$1K	Hold	42	–	–	﹤0.01%	576
2014 Q4	$1K	Hold	42	–	–	﹤0.01%	518
2014 Q3	$1K	Hold	42	–	–	﹤0.01%	442
2014 Q2	$1K	Hold	42	–	–	﹤0.01%	460
2014 Q1	$1K	Hold	42	–	–	﹤0.01%	478
2013 Q4	$1K	Hold	42	–	–	﹤0.01%	542
2013 Q3	$1K	Hold	42	–	–	﹤0.01%	440
2013 Q2	$1K	Buy	+42	New	+$866	﹤0.01%	398

Other funds holding EMD

MGAM

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

RCM

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

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

SCM

Saba Capital Management New York $3.62B AUM 13% 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

Gradient Investments's EMD Position: Q3 2020 in Review

Gradient Investments sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q3 2020, closing a stake of 354 shares — an estimated $4K sold.

Gradient Investments first reported a position in EMD in Q2 2013 and held it in 13 quarters. The position peaked at $4K in Q2 2020. 87 funds tracked by Wall St. Rank hold EMD as of Q3 2020.

Gradient Investments reported no remaining Western Asset Emerging Markets Debt Fund position as of Q3 2020 after selling out during the quarter.
Gradient Investments sold 354 Western Asset Emerging Markets Debt Fund shares in Q3 2020, an estimated $4K.
Gradient Investments first reported a position in Western Asset Emerging Markets Debt Fund in Q2 2013 and held it in 13 quarters.
Gradient Investments's Western Asset Emerging Markets Debt Fund position peaked at $4K in Q2 2020.
87 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q3 2020.

Based on Gradient Investments's 13F filing for Q3 2020, filed 6 Oct 2020.