HM Payson & Co’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

HM Payson & Co’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 Q1	–	Sell	-2,212	Closed	-$31K	–	1137
2020 Q4	$31K	Hold	2,212	–	–	﹤0.01%	699
2020 Q3	$27K	Hold	2,212	–	–	﹤0.01%	680
2020 Q2	$27K	Hold	2,212	–	–	﹤0.01%	618
2020 Q1	$23K	Hold	2,212	–	–	﹤0.01%	617
2019 Q4	$32K	Hold	2,212	–	–	﹤0.01%	648
2019 Q3	$31K	Buy	+2,212	New	+$31.1K	﹤0.01%	663
2019 Q2	–	Hold	0	–	–	–	668

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

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

RCM

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

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

PMAM

Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 5.97% 1-Year Est. Return

HM Payson & Co's EMD Position: Q1 2021 in Review

HM Payson & Co sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q1 2021, closing a stake of 2,212 shares — an estimated $31K sold.

HM Payson & Co first reported a position in EMD in Q3 2019 and held it in 6 quarters. The position peaked at $32K in Q4 2019. 93 funds tracked by Wall St. Rank hold EMD as of Q1 2021.

HM Payson & Co reported no remaining Western Asset Emerging Markets Debt Fund position as of Q1 2021 after selling out during the quarter.
HM Payson & Co sold 2,212 Western Asset Emerging Markets Debt Fund shares in Q1 2021, an estimated $31K.
HM Payson & Co first reported a position in Western Asset Emerging Markets Debt Fund in Q3 2019 and held it in 6 quarters.
HM Payson & Co's Western Asset Emerging Markets Debt Fund position peaked at $32K in Q4 2019.
93 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2021.

Based on HM Payson & Co's 13F filing for Q1 2021, filed 15 Jun 2021.