LPL Financial
EMD

LPL Financial’s Western Asset Emerging Markets EMD Stock Holding History

LPL Financial’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
-10,462
Closed -$120K – 2865
2016
Q3 		$120K Sell
10,462
-1,929
-16% -$22.1K ﹤0.01% 2503
2016
Q2 		$135K Sell
12,391
-51,499
-81% -$540K ﹤0.01% 2463
2016
Q1 		$643K Buy
63,890
+15,330
+32% +$148K ﹤0.01% 1990
2015
Q4 		$475K Buy
48,560
+19,566
+67% +$193K ﹤0.01% 2221
2015
Q3 		$279K Buy
28,994
+1,826
+7% +$18.5K ﹤0.01% 2257
2015
Q2 		$290K Buy
27,168
+8,132
+43% +$90.7K ﹤0.01% 2331
2015
Q1 		$212K Sell
19,036
-2,960
-13% -$32.8K ﹤0.01% 2518
2014
Q4 		$241K Sell
21,996
-3,971
-15% -$46.1K ﹤0.01% 2353
2014
Q3 		$310K Sell
25,967
-1,698
-6% -$21.5K ﹤0.01% 2146
2014
Q2 		$358K Sell
27,665
-1,343
-5% -$17.1K ﹤0.01% 2064
2014
Q1 		$358K Sell
29,008
-9,001
-24% -$107K ﹤0.01% 2018
2013
Q4 		$450K Buy
38,009
+2,758
+8% +$33.4K ﹤0.01% 1794
2013
Q3 		$440K Sell
35,251
-8,621
-20% -$108K ﹤0.01% 1745
2013
Q2 		$581K Buy
+43,872
New +$640K ﹤0.01% 1459

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

LPL Financial's EMD Position: Q4 2016 in Review

LPL Financial sold out of Western Asset Emerging Markets (EMD) in Q4 2016, closing a stake of 10,462 shares — an estimated $120K sold.

LPL Financial first reported a position in EMD in Q2 2013 and held it in 14 quarters. The position peaked at $643K in Q1 2016. 3 funds tracked by Wall St. Rank hold EMD as of Q4 2016.

  • LPL Financial reported no remaining Western Asset Emerging Markets position as of Q4 2016 after selling out during the quarter.
  • LPL Financial sold 10,462 Western Asset Emerging Markets shares in Q4 2016, an estimated $120K.
  • LPL Financial first reported a position in Western Asset Emerging Markets in Q2 2013 and held it in 14 quarters.
  • LPL Financial's Western Asset Emerging Markets position peaked at $643K in Q1 2016.
  • 3 funds tracked by Wall St. Rank held Western Asset Emerging Markets as of Q4 2016.

Based on LPL Financial's 13F filing for Q4 2016, filed 13 Feb 2017.