KA
EMD

Klingman & Associates’s Western Asset Emerging Markets 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
2016
Q4 		– Sell
-11,346
Closed -$131K – 364
2016
Q3 		$131K Hold
11,346
– – 0.04% 119
2016
Q2 		$123K Hold
11,346
– – 0.04% 119
2016
Q1 		$116K Hold
11,346
– – 0.04% 125
2015
Q4 		$110K Buy
+11,346
New +$112K 0.04% 150
2015
Q3 		– Sell
-11,346
Closed -$115K – 150
2015
Q2 		$122K Hold
11,346
– – 0.05% 117
2015
Q1 		$126K Hold
11,346
– – 0.05% 110
2014
Q4 		$124K Buy
+11,346
New +$132K 0.05% 109

Other funds holding EMD

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AF
Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Klingman & Associates's EMD Position: Q4 2016 in Review

Klingman & Associates sold out of Western Asset Emerging Markets (EMD) in Q4 2016, closing a stake of 11,346 shares — an estimated $131K sold.

Klingman & Associates first reported a position in EMD in Q4 2014 and held it in 7 quarters. The position peaked at $131K in Q3 2016. 3 funds tracked by Wall St. Rank hold EMD as of Q4 2016.

  • Klingman & Associates reported no remaining Western Asset Emerging Markets position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 11,346 Western Asset Emerging Markets shares in Q4 2016, an estimated $131K.
  • Klingman & Associates first reported a position in Western Asset Emerging Markets in Q4 2014 and held it in 7 quarters.
  • Klingman & Associates's Western Asset Emerging Markets position peaked at $131K in Q3 2016.
  • 3 funds tracked by Wall St. Rank held Western Asset Emerging Markets as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.