Keystone Financial Group (Kentucky)’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Keystone Financial Group (Kentucky)’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
2018 Q4	–	Sell	-10,088	Closed	-$136K	–	184
2018 Q3	$136K	Buy	10,088 +55	+0.5%	+$742	0.06%	183
2018 Q2	$133K	Buy	+10,033	New	+$139K	0.07%	164
2018 Q1	–	Sell	-12,104	Closed	-$191K	–	167
2017 Q4	$191K	Buy	+12,104	New	+$187K	0.12%	122

Other funds holding EMD

RCM

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

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

MGAM

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

PPA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PMAM

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

Keystone Financial Group (Kentucky)'s EMD Position: Q4 2018 in Review

Keystone Financial Group (Kentucky) sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q4 2018, closing a stake of 10,088 shares — an estimated $136K sold.

Keystone Financial Group (Kentucky) first reported a position in EMD in Q4 2017 and held it in 3 quarters. The position peaked at $191K in Q4 2017. 100 funds tracked by Wall St. Rank hold EMD as of Q4 2018.

Keystone Financial Group (Kentucky) reported no remaining Western Asset Emerging Markets Debt Fund position as of Q4 2018 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 10,088 Western Asset Emerging Markets Debt Fund shares in Q4 2018, an estimated $136K.
Keystone Financial Group (Kentucky) first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2017 and held it in 3 quarters.
Keystone Financial Group (Kentucky)'s Western Asset Emerging Markets Debt Fund position peaked at $191K in Q4 2017.
100 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q4 2018.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q4 2018, filed 11 Feb 2019.