HM Payson & Co’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-15,435	Closed	-$714K	–	959
2019 Q2	$714K	Hold	15,435	–	–	0.03%	227
2019 Q1	$677K	Buy	+15,435	New	+$688K	0.03%	191
2018 Q4	–	Sell	-15,435	Closed	-$666K	–	249
2018 Q3	$666K	Hold	15,435	–	–	0.03%	201
2018 Q2	$685K	Hold	15,435	–	–	0.03%	206
2018 Q1	$777K	Hold	15,435	–	–	0.03%	197
2017 Q4	$744K	Hold	15,435	–	–	0.03%	217
2017 Q3	$744K	Hold	15,435	–	–	0.03%	201
2017 Q2	$719K	Buy	15,435 +8,611	+126%	+$398K	0.03%	208
2017 Q1	$310K	Buy	+6,824	New	+$304K	0.01%	267

Other funds holding LEMB

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return