HM Payson & Co’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

HM Payson & Co’s Portfolio EMCB Stock Details EMCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-12,000	Closed	-$887K	–	914
2019 Q4	$887K	Hold	12,000	–	–	0.03%	213
2019 Q3	$875K	Buy	12,000 +3,000	+33%	+$219K	0.03%	211
2019 Q2	$653K	Buy	+9,000	New	+$644K	0.02%	237
2018 Q4	–	Sell	-5,000	Closed	-$344K	–	207
2018 Q3	$344K	Hold	5,000	–	–	0.02%	258
2018 Q2	$346K	Sell	5,000 -5,545	-53%	-$386K	0.01%	256
2018 Q1	$749K	Hold	10,545	–	–	0.03%	202
2017 Q4	$767K	Buy	10,545 +2,729	+35%	+$199K	0.03%	213
2017 Q3	$571K	Hold	7,816	–	–	0.02%	227
2017 Q2	$558K	Buy	7,816 +2,087	+36%	+$150K	0.03%	231
2017 Q1	$410K	Hold	5,729	–	–	0.02%	241
2016 Q4	$399K	Buy	+5,729	New	+$402K	0.02%	237

Other funds holding EMCB

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

HM Payson & Co's EMCB Position: Q1 2020 in Review

HM Payson & Co sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q1 2020, closing a stake of 12,000 shares — an estimated $887K sold.

HM Payson & Co first reported a position in EMCB in Q4 2016 and held it in 11 quarters. The position peaked at $887K in Q4 2019. 15 funds tracked by Wall St. Rank hold EMCB as of Q1 2020.

HM Payson & Co reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q1 2020 after selling out during the quarter.
HM Payson & Co sold 12,000 WisdomTree Emerging Markets Corporate Bond Fund shares in Q1 2020, an estimated $887K.
HM Payson & Co first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q4 2016 and held it in 11 quarters.
HM Payson & Co's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $887K in Q4 2019.
15 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q1 2020.

Based on HM Payson & Co's 13F filing for Q1 2020, filed 1 Jul 2020.