Klingman & Associates’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Klingman & Associates’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
2025 Q3	–	Sell	-10,581	Closed	-$106K	–	325
2025 Q2	$106K	Hold	10,581	–	–	0.01%	313
2025 Q1	$105K	Hold	10,581	–	–	0.01%	262
2024 Q4	$102K	Sell	10,581 -2,000	-16%	-$19.8K	0.01%	254
2024 Q3	$128K	Hold	12,581	–	–	0.01%	263
2024 Q2	$117K	Hold	12,581	–	–	0.01%	246
2024 Q1	$121K	Hold	12,581	–	–	0.01%	235
2023 Q4	$116K	Sell	12,581 -1,000	-7%	-$8.57K	0.01%	224
2023 Q3	$113K	Hold	13,581	–	–	0.01%	218
2023 Q2	$117K	Hold	13,581	–	–	0.01%	214
2023 Q1	$117K	Hold	13,581	–	–	0.01%	197
2022 Q4	$124K	Hold	13,581	–	–	0.01%	201
2022 Q3	$108K	Hold	13,581	–	–	0.01%	186
2022 Q2	$120K	Sell	13,581 -2,000	-13%	-$19.2K	0.01%	191
2022 Q1	$167K	Hold	15,581	–	–	0.01%	201
2021 Q4	$199K	Hold	15,581	–	–	0.02%	180
2021 Q3	$212K	Sell	15,581 -500	-3%	-$6.95K	0.02%	164
2021 Q2	$225K	Hold	16,081	–	–	0.02%	148
2021 Q1	$213K	Hold	16,081	–	–	0.02%	158
2020 Q4	$224K	Hold	16,081	–	–	0.03%	143
2020 Q3	$198K	Hold	16,081	–	–	0.03%	136
2020 Q2	$198K	Sell	16,081 -3,000	-16%	-$34.5K	0.03%	126
2020 Q1	$201K	Sell	19,081 -564	-3%	-$7.65K	0.04%	119
2019 Q4	$280K	Hold	19,645	–	–	0.05%	110
2019 Q3	$273K	Sell	19,645 -8,000	-29%	-$113K	0.05%	105
2019 Q2	$396K	Sell	27,645 -1,060	-4%	-$14.7K	0.07%	81
2019 Q1	$392K	Sell	28,705 -3,700	-11%	-$50K	0.08%	81
2018 Q4	$398K	Sell	32,405 -12,841	-28%	-$162K	0.09%	69
2018 Q3	$607K	Sell	45,246 -1,500	-3%	-$20.2K	0.12%	60
2018 Q2	$620K	Sell	46,746 -3,360	-7%	-$46.6K	0.13%	58
2018 Q1	$728K	Sell	50,106 -5,235	-9%	-$79.2K	0.16%	52
2017 Q4	$861K	Buy	55,341 +600	+1%	+$9.29K	0.19%	46
2017 Q3	$862K	Buy	54,741 +46	+0.1%	+$719	0.21%	40
2017 Q2	$852K	Buy	54,695 +1,298	+2%	+$20.4K	0.23%	40
2017 Q1	$828K	Hold	53,397	–	–	0.23%	41
2016 Q4	$785K	Buy	53,397 +8,115	+18%	+$123K	0.24%	40
2016 Q3	$736K	Sell	45,282 -1,500	-3%	-$24.3K	0.22%	43
2016 Q2	$720K	Hold	46,782	–	–	0.23%	42
2016 Q1	$679K	Hold	46,782	–	–	0.24%	45
2015 Q4	$642K	Buy	+46,782	New	+$656K	0.24%	50
2015 Q3	–	Sell	-46,782	Closed	-$664K	–	50
2015 Q2	$700K	Hold	46,782	–	–	0.28%	42
2015 Q1	$737K	Sell	46,782 -660	-1%	-$10.4K	0.3%	40
2014 Q4	$747K	Buy	+47,442	New	+$787K	0.31%	38

Other funds holding EMD

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

PCM

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Klingman & Associates's EMD Position: Q3 2025 in Review

Klingman & Associates sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q3 2025, closing a stake of 10,581 shares — an estimated $106K sold.

Klingman & Associates first reported a position in EMD in Q4 2014 and held it in 42 quarters. The position peaked at $862K in Q3 2017. 98 funds tracked by Wall St. Rank hold EMD as of Q3 2025.

Klingman & Associates reported no remaining Western Asset Emerging Markets Debt Fund position as of Q3 2025 after selling out during the quarter.
Klingman & Associates sold 10,581 Western Asset Emerging Markets Debt Fund shares in Q3 2025, an estimated $106K.
Klingman & Associates first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2014 and held it in 42 quarters.
Klingman & Associates's Western Asset Emerging Markets Debt Fund position peaked at $862K in Q3 2017.
98 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q3 2025.

Based on Klingman & Associates's 13F filing for Q3 2025, filed 27 Oct 2025.