Howe & Rusling’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Howe & Rusling’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
2015 Q4	–	Sell	-229	Closed	-$9K	–	1035
2015 Q3	$9K	Buy	+229	New	+$9.49K	﹤0.01%	518

Other funds holding LEMB

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Howe & Rusling's LEMB Position: Q4 2015 in Review

Howe & Rusling sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q4 2015, closing a stake of 229 shares — an estimated $9K sold.

Howe & Rusling first reported a position in LEMB in Q3 2015 and held it in 1 quarter. The position peaked at $9K in Q3 2015. 39 funds tracked by Wall St. Rank hold LEMB as of Q4 2015.

Howe & Rusling reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q4 2015 after selling out during the quarter.
Howe & Rusling sold 229 iShares JPMorgan EM Local Currency Bond ETF shares in Q4 2015, an estimated $9K.
Howe & Rusling first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q3 2015 and held it in 1 quarter.
Howe & Rusling's iShares JPMorgan EM Local Currency Bond ETF position peaked at $9K in Q3 2015.
39 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q4 2015.

Based on Howe & Rusling's 13F filing for Q4 2015, filed 11 Feb 2016.