Key Financial Inc’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Key Financial Inc’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
2021 Q1	–	Sell	-123	Closed	-$2K	–	771
2020 Q4	$2K	Buy	+123	New	+$1.62K	﹤0.01%	639
2020 Q2	–	Sell	-123	Closed	-$1K	–	239
2020 Q1	$1K	Buy	+123	New	+$1.67K	﹤0.01%	633

Other funds holding EMD

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

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

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

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

PCM

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

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

RCM

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

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

PMAM

Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 5.97% 1-Year Est. Return

Key Financial Inc's EMD Position: Q1 2021 in Review

Key Financial Inc sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q1 2021, closing a stake of 123 shares — an estimated $2K sold.

Key Financial Inc first reported a position in EMD in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q4 2020. 93 funds tracked by Wall St. Rank hold EMD as of Q1 2021.

Key Financial Inc reported no remaining Western Asset Emerging Markets Debt Fund position as of Q1 2021 after selling out during the quarter.
Key Financial Inc sold 123 Western Asset Emerging Markets Debt Fund shares in Q1 2021, an estimated $2K.
Key Financial Inc first reported a position in Western Asset Emerging Markets Debt Fund in Q1 2020 and held it in 2 quarters.
Key Financial Inc's Western Asset Emerging Markets Debt Fund position peaked at $2K in Q4 2020.
93 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2021.

Based on Key Financial Inc's 13F filing for Q1 2021, filed 30 Apr 2021.