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LVZ Inc’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

LVZ Inc’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
2017
Q3 		– Sell
-3,947
Closed -$201K – 68
2017
Q2 		$201K Buy
+3,947
New +$201K 1.81% 33
2017
Q1 		– Sell
-5,963
Closed -$296K – 35
2016
Q4 		$296K Hold
5,963
– – 2.84% 17
2016
Q3 		$304K Sell
5,963
-141
-2% -$7.17K 2.96% 14
2016
Q2 		$310K Sell
6,104
-38
-0.6% -$1.91K 3.38% 8
2016
Q1 		$302K Buy
+6,142
New +$286K 0.14% 35

Other funds holding CEMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WA
WESPAC Advisors Orinda, California $183M AUM 29.81% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

LVZ Inc's CEMB Position: Q3 2017 in Review

LVZ Inc sold out of iShares JPMorgan EM Corporate Bond ETF (CEMB) in Q3 2017, closing a stake of 3,947 shares — an estimated $201K sold.

LVZ Inc first reported a position in CEMB in Q1 2016 and held it in 5 quarters. The position peaked at $310K in Q2 2016. 31 funds tracked by Wall St. Rank hold CEMB as of Q3 2017.

  • LVZ Inc reported no remaining iShares JPMorgan EM Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • LVZ Inc sold 3,947 iShares JPMorgan EM Corporate Bond ETF shares in Q3 2017, an estimated $201K.
  • LVZ Inc first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q1 2016 and held it in 5 quarters.
  • LVZ Inc's iShares JPMorgan EM Corporate Bond ETF position peaked at $310K in Q2 2016.
  • 31 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q3 2017.

Based on LVZ Inc's 13F filing for Q3 2017, filed 2 Nov 2017.