Lugano Financial Advisors SA (LFA)’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

Lugano Financial Advisors SA (LFA)’s Portfolio CEMB Stock Details CEMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-4,600	Closed	-$223K	–	141
2018 Q4	$223K	Hold	4,600	–	–	0.16%	71
2018 Q3	$223K	Hold	4,600	–	–	0.16%	71
2018 Q2	$221K	Buy	+4,600	New	+$225K	0.21%	55

Other funds holding CEMB

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

SFG

StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

UIA

UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s CEMB Position: Q1 2019 in Review

Lugano Financial Advisors SA (LFA) sold out of iShares JPMorgan EM Corporate Bond ETF (CEMB) in Q1 2019, closing a stake of 4,600 shares — an estimated $223K sold.

Lugano Financial Advisors SA (LFA) first reported a position in CEMB in Q2 2018 and held it in 3 quarters. The position peaked at $223K in Q4 2018. 29 funds tracked by Wall St. Rank hold CEMB as of Q1 2019.

Lugano Financial Advisors SA (LFA) reported no remaining iShares JPMorgan EM Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 4,600 iShares JPMorgan EM Corporate Bond ETF shares in Q1 2019, an estimated $223K.
Lugano Financial Advisors SA (LFA) first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q2 2018 and held it in 3 quarters.
Lugano Financial Advisors SA (LFA)'s iShares JPMorgan EM Corporate Bond ETF position peaked at $223K in Q4 2018.
29 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q1 2019.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2019, filed 30 Apr 2019.