IA
EMD

IFP Advisors’s Western Asset Emerging Markets 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
2016
Q4 		– Sell
-1,850
Closed -$21K – 4331
2016
Q3 		$21K Buy
1,850
+1,350
+270% +$15.5K ﹤0.01% 2385
2016
Q2 		$5K Buy
+500
New +$5.25K ﹤0.01% 3210

Other funds holding EMD

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AF
Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

IFP Advisors's EMD Position: Q4 2016 in Review

IFP Advisors sold out of Western Asset Emerging Markets (EMD) in Q4 2016, closing a stake of 1,850 shares — an estimated $21K sold.

IFP Advisors first reported a position in EMD in Q2 2016 and held it in 2 quarters. The position peaked at $21K in Q3 2016. 3 funds tracked by Wall St. Rank hold EMD as of Q4 2016.

  • IFP Advisors reported no remaining Western Asset Emerging Markets position as of Q4 2016 after selling out during the quarter.
  • IFP Advisors sold 1,850 Western Asset Emerging Markets shares in Q4 2016, an estimated $21K.
  • IFP Advisors first reported a position in Western Asset Emerging Markets in Q2 2016 and held it in 2 quarters.
  • IFP Advisors's Western Asset Emerging Markets position peaked at $21K in Q3 2016.
  • 3 funds tracked by Wall St. Rank held Western Asset Emerging Markets as of Q4 2016.

Based on IFP Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.