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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

Windhaven Investment Management
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BlackRock Investment Management
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Brinker Capital Investments
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.