LA
EMD

Lifeworks Advisors’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Lifeworks Advisors’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
2022
Q3 		– Sell
-14,579
Closed -$129K – 134
2022
Q2 		$129K Hold
14,579
– – 0.08% 142
2022
Q1 		$156K Buy
+14,579
New +$165K 0.1% 127

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lifeworks Advisors's EMD Position: Q3 2022 in Review

Lifeworks Advisors sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q3 2022, closing a stake of 14,579 shares — an estimated $129K sold.

Lifeworks Advisors first reported a position in EMD in Q1 2022 and held it in 2 quarters. The position peaked at $156K in Q1 2022. 91 funds tracked by Wall St. Rank hold EMD as of Q3 2022.

  • Lifeworks Advisors reported no remaining Western Asset Emerging Markets Debt Fund position as of Q3 2022 after selling out during the quarter.
  • Lifeworks Advisors sold 14,579 Western Asset Emerging Markets Debt Fund shares in Q3 2022, an estimated $129K.
  • Lifeworks Advisors first reported a position in Western Asset Emerging Markets Debt Fund in Q1 2022 and held it in 2 quarters.
  • Lifeworks Advisors's Western Asset Emerging Markets Debt Fund position peaked at $156K in Q1 2022.
  • 91 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q3 2022.

Based on Lifeworks Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.