IFP Advisors’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

IFP Advisors’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
2023 Q1	–	Sell	-4,047	Closed	-$54K	–	3679
2022 Q4	$54K	Sell	4,047 -614	-13%	-$5.26K	﹤0.01%	2177
2022 Q3	$64K	Buy	4,661 +228	+5%	+$2.05K	﹤0.01%	2184
2022 Q2	$60K	Hold	4,433	–	–	﹤0.01%	2018
2022 Q1	$60K	Buy	+4,433	New	+$50K	﹤0.01%	2018
2019 Q1	–	Sell	-12,909	Closed	-$159K	–	2636
2018 Q4	$159K	Hold	12,909	–	–	0.01%	962
2018 Q3	$173K	Hold	12,909	–	–	0.01%	1152
2018 Q2	$171K	Sell	12,909 -1,350	-9%	-$18.7K	0.01%	1153
2018 Q1	$222K	Hold	14,259	–	–	0.01%	942
2017 Q4	$222K	Sell	14,259 -1,447	-9%	-$22.4K	0.01%	944
2017 Q3	$247K	Buy	15,706 +125	+0.8%	+$1.95K	0.01%	1018
2017 Q2	$243K	Sell	15,581 -810	-5%	-$12.7K	0.01%	1012
2017 Q1	$254K	Sell	16,391 -1,169	-7%	-$17.9K	0.01%	1002
2016 Q4	$258K	Buy	17,560 +14,663	+506%	+$222K	0.01%	927
2016 Q3	$47K	Buy	2,897 +310	+12%	+$5.02K	﹤0.01%	1849
2016 Q2	$40K	Buy	+2,587	New	+$38.3K	﹤0.01%	1909
2016 Q1	–	Sell	-1,311	Closed	-$18K	–	2649
2015 Q4	$18K	Buy	+1,311	New	+$18.4K	﹤0.01%	2215

Other funds holding EMD

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

RCM

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFP Advisors's EMD Position: Q1 2023 in Review

IFP Advisors sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q1 2023, closing a stake of 4,047 shares — an estimated $54K sold.

IFP Advisors first reported a position in EMD in Q4 2015 and held it in 16 quarters. The position peaked at $258K in Q4 2016. 91 funds tracked by Wall St. Rank hold EMD as of Q1 2023.

IFP Advisors reported no remaining Western Asset Emerging Markets Debt Fund position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 4,047 Western Asset Emerging Markets Debt Fund shares in Q1 2023, an estimated $54K.
IFP Advisors first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2015 and held it in 16 quarters.
IFP Advisors's Western Asset Emerging Markets Debt Fund position peaked at $258K in Q4 2016.
91 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.