Long Wharf Investors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q2
$933K Buy
8,090
+650
+9% +$73.8K 0.73% 38
2014
Q1
$829K Buy
7,440
+460
+7% +$50.1K 0.71% 40
2013
Q4
$755K Buy
6,980
+2,630
+60% +$287K 0.68% 36
2013
Q3
$474K Buy
4,350
+315
+8% +$34.2K 0.45% 74
2013
Q2
$442K Buy
+4,035
New +$472K 0.43% 76

Other funds holding EMB

Long Wharf Investors's EMB Position: Q2 2014 in Review

Long Wharf Investors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 8.7% in Q2 2014, buying an estimated $73.8K and bringing the position to 8,090 shares worth $933K. The position accounts for 0.73% of the portfolio, ranked #38.

Long Wharf Investors first reported a position in EMB in Q2 2013 and has held it in 5 quarters since. 254 funds tracked by Wall St. Rank hold EMB as of Q2 2014.

  • Long Wharf Investors held 8,090 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $933K as of Q2 2014.
  • Long Wharf Investors bought 650 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2014, an estimated $73.8K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.73% of Long Wharf Investors's portfolio in Q2 2014, its #38 holding.
  • Long Wharf Investors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and has held it in 5 quarters since.
  • 254 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.