Gradient Investments’s Western Asset Emerging Markets 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
2015 Q3	–	Sell	-5,240	Closed	-$56K	–	747
2015 Q2	$56K	Hold	5,240	–	–	0.01%	235
2015 Q1	$58K	Hold	5,240	–	–	0.01%	233
2014 Q4	$57K	Buy	+5,240	New	+$60.9K	0.01%	220
2014 Q3	–	Sell	-200	Closed	-$3K	–	556
2014 Q2	$3K	Hold	200	–	–	﹤0.01%	425
2014 Q1	$2K	Buy	+200	New	+$2.38K	﹤0.01%	467

Other funds holding EMD

SCM

Saba Capital Management New York $3.62B AUM 13% 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

RCM

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Gradient Investments's EMD Position: Q3 2015 in Review

Gradient Investments sold out of Western Asset Emerging Markets (EMD) in Q3 2015, closing a stake of 5,240 shares — an estimated $56K sold.

Gradient Investments first reported a position in EMD in Q1 2014 and held it in 5 quarters. The position peaked at $58K in Q1 2015. 49 funds tracked by Wall St. Rank hold EMD as of Q3 2015.

Gradient Investments reported no remaining Western Asset Emerging Markets position as of Q3 2015 after selling out during the quarter.
Gradient Investments sold 5,240 Western Asset Emerging Markets shares in Q3 2015, an estimated $56K.
Gradient Investments first reported a position in Western Asset Emerging Markets in Q1 2014 and held it in 5 quarters.
Gradient Investments's Western Asset Emerging Markets position peaked at $58K in Q1 2015.
49 funds tracked by Wall St. Rank held Western Asset Emerging Markets as of Q3 2015.

Based on Gradient Investments's 13F filing for Q3 2015, filed 14 Oct 2015.