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Greenwich Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Greenwich Wealth Management’s Portfolio EMB Stock Details EMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,106
Closed -$332K – 188
2018
Q2 		$332K Sell
3,106
-47
-1% -$5.13K 0.06% 139
2018
Q1 		$356K Sell
3,153
-86
-3% -$9.77K 0.06% 127
2017
Q4 		$376K Sell
3,239
-4
-0.1% -$463 0.06% 133
2017
Q3 		$378K Buy
+3,243
New +$375K 0.07% 129

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Greenwich Wealth Management's EMB Position: Q3 2018 in Review

Greenwich Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2018, closing a stake of 3,106 shares — an estimated $332K sold.

Greenwich Wealth Management first reported a position in EMB in Q3 2017 and held it in 4 quarters. The position peaked at $378K in Q3 2017. 494 funds tracked by Wall St. Rank hold EMB as of Q3 2018.

  • Greenwich Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Greenwich Wealth Management sold 3,106 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2018, an estimated $332K.
  • Greenwich Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2017 and held it in 4 quarters.
  • Greenwich Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $378K in Q3 2017.
  • 494 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2018.

Based on Greenwich Wealth Management's 13F filing for Q3 2018, filed 7 Nov 2018.