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Investment Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Investment Partners’s Portfolio EMB Stock Details EMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-2,329
Closed -$242K – 143
2018
Q4 		$242K Sell
2,329
-414
-15% -$43.3K 0.2% 106
2018
Q3 		$294 Buy
2,743
+34
+1% +$3.65K 0.16% 89
2018
Q2 		$289K Buy
2,709
+542
+25% +$59.1K 0.21% 102
2018
Q1 		$245K Sell
2,167
-716
-25% -$81.3K 0.18% 128
2017
Q4 		$335K Buy
2,883
+1,132
+65% +$131K 0.25% 91
2017
Q3 		$204K Buy
+1,751
New +$202K 0.17% 117

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

Investment Partners's EMB Position: Q1 2019 in Review

Investment Partners sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2019, closing a stake of 2,329 shares — an estimated $242K sold.

Investment Partners first reported a position in EMB in Q3 2017 and held it in 6 quarters. The position peaked at $335K in Q4 2017. 589 funds tracked by Wall St. Rank hold EMB as of Q1 2019.

  • Investment Partners reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Investment Partners sold 2,329 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2019, an estimated $242K.
  • Investment Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2017 and held it in 6 quarters.
  • Investment Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $335K in Q4 2017.
  • 589 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2019.

Based on Investment Partners's 13F filing for Q1 2019, filed 3 May 2019.