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Lehman & Derafelo Financial Resources’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Lehman & Derafelo Financial Resources’s Portfolio EMHY Stock Details EMHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-150
Closed -$7K – 206
2019
Q3 		$7K Buy
+150
New +$7.05K ﹤0.01% 167

Other funds holding EMHY

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SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return

Lehman & Derafelo Financial Resources's EMHY Position: Q4 2019 in Review

Lehman & Derafelo Financial Resources sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q4 2019, closing a stake of 150 shares — an estimated $7K sold.

Lehman & Derafelo Financial Resources first reported a position in EMHY in Q3 2019 and held it in 1 quarter. The position peaked at $7K in Q3 2019. 80 funds tracked by Wall St. Rank hold EMHY as of Q4 2019.

  • Lehman & Derafelo Financial Resources reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 150 iShares JPMorgan EM High Yield Bond ETF shares in Q4 2019, an estimated $7K.
  • Lehman & Derafelo Financial Resources first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q3 2019 and held it in 1 quarter.
  • Lehman & Derafelo Financial Resources's iShares JPMorgan EM High Yield Bond ETF position peaked at $7K in Q3 2019.
  • 80 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q4 2019.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2019, filed 12 Feb 2020.