KCS Wealth Advisory’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

KCS Wealth Advisory’s Portfolio EMHY Stock Details EMHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-279	Closed	-$13K	–	214
2019 Q3	$13K	Buy	+279	New	+$13.1K	0.01%	333
2019 Q2	–	Sell	-12,430	Closed	-$582K	–	154
2019 Q1	$582K	Sell	12,430 -2,927	-19%	-$136K	0.51%	91
2018 Q4	$681K	Buy	+15,357	New	+$693K	0.72%	56

Other funds holding EMHY

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

MLM

Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

KCS Wealth Advisory's EMHY Position: Q4 2019 in Review

KCS Wealth Advisory sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q4 2019, closing a stake of 279 shares — an estimated $13K sold.

KCS Wealth Advisory first reported a position in EMHY in Q4 2018 and held it in 3 quarters. The position peaked at $681K in Q4 2018. 80 funds tracked by Wall St. Rank hold EMHY as of Q4 2019.

KCS Wealth Advisory reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 279 iShares JPMorgan EM High Yield Bond ETF shares in Q4 2019, an estimated $13K.
KCS Wealth Advisory first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q4 2018 and held it in 3 quarters.
KCS Wealth Advisory's iShares JPMorgan EM High Yield Bond ETF position peaked at $681K in Q4 2018.
80 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.