Legacy Financial Group (Iowa)
EMD

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

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-385
Closed -$3.19K – 171
2023
Q3 		$3.19K Buy
+385
New +$3.4K ﹤0.01% 429

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Legacy Financial Group (Iowa)'s EMD Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q4 2023, closing a stake of 385 shares — an estimated $3.19K sold.

Legacy Financial Group (Iowa) first reported a position in EMD in Q3 2023 and held it in 1 quarter. The position peaked at $3.19K in Q3 2023. 93 funds tracked by Wall St. Rank hold EMD as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Western Asset Emerging Markets Debt Fund position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 385 Western Asset Emerging Markets Debt Fund shares in Q4 2023, an estimated $3.19K.
  • Legacy Financial Group (Iowa) first reported a position in Western Asset Emerging Markets Debt Fund in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Western Asset Emerging Markets Debt Fund position peaked at $3.19K in Q3 2023.
  • 93 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.