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Julex Capital Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Julex Capital Management’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
Q3 		$224K Buy
1,976
+963
+95% +$110K 0.53% 13
2019
Q2 		$114K Sell
1,013
-952
-48% -$105K 0.13% 15
2019
Q1 		$216K Buy
+1,965
New +$212K 0.19% 13

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Julex Capital Management's EMB Position: Q3 2019 in Review

Julex Capital Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 95% in Q3 2019, buying an estimated $110K and bringing the position to 1,976 shares worth $224K. The position accounts for 0.53% of the portfolio, ranked #13.

Julex Capital Management first reported a position in EMB in Q1 2019 and has held it in 3 quarters since. 576 funds tracked by Wall St. Rank hold EMB as of Q3 2019.

  • Julex Capital Management held 1,976 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $224K as of Q3 2019.
  • Julex Capital Management bought 963 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2019, an estimated $110K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.53% of Julex Capital Management's portfolio in Q3 2019, its #13 holding.
  • Julex Capital Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2019 and has held it in 3 quarters since.
  • 576 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.