Klingman & Associates’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Klingman & Associates’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
2020 Q1	–	Sell	-3,075	Closed	-$352K	–	128
2019 Q4	$352K	Hold	3,075	–	–	0.06%	96
2019 Q3	$349K	Hold	3,075	–	–	0.06%	89
2019 Q2	$348K	Hold	3,075	–	–	0.06%	87
2019 Q1	$338K	Buy	+3,075	New	+$332K	0.07%	91
2018 Q2	–	Sell	-3,251	Closed	-$367K	–	104
2018 Q1	$367K	Sell	3,251 -200	-6%	-$22.7K	0.08%	74
2017 Q4	$401K	Buy	3,451 +5	+0.1%	+$578	0.09%	81
2017 Q3	$401K	Sell	3,446 -154	-4%	-$17.8K	0.1%	66
2017 Q2	$412K	Hold	3,600	–	–	0.11%	65
2017 Q1	$409K	Hold	3,600	–	–	0.11%	66
2016 Q4	$397K	Hold	3,600	–	–	0.12%	62
2016 Q3	$422K	Hold	3,600	–	–	0.13%	62
2016 Q2	$415K	Hold	3,600	–	–	0.13%	62
2016 Q1	$397K	Hold	3,600	–	–	0.14%	66
2015 Q4	$381K	Hold	3,600	–	–	0.14%	74
2015 Q3	$383K	Hold	3,600	–	–	0.15%	71
2015 Q2	$396K	Sell	3,600 -200	-5%	-$22.4K	0.16%	61
2015 Q1	$426K	Hold	3,800	–	–	0.18%	55
2014 Q4	$416K	Buy	+3,800	New	+$428K	0.17%	57

Other funds holding EMB

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Klingman & Associates's EMB Position: Q1 2020 in Review

Klingman & Associates sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2020, closing a stake of 3,075 shares — an estimated $352K sold.

Klingman & Associates first reported a position in EMB in Q4 2014 and held it in 18 quarters. The position peaked at $426K in Q1 2015. 604 funds tracked by Wall St. Rank hold EMB as of Q1 2020.

Klingman & Associates reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2020 after selling out during the quarter.
Klingman & Associates sold 3,075 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2020, an estimated $352K.
Klingman & Associates first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2014 and held it in 18 quarters.
Klingman & Associates's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $426K in Q1 2015.
604 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2020.

Based on Klingman & Associates's 13F filing for Q1 2020, filed 29 Apr 2020.