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LVZ Inc’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

LVZ Inc’s Portfolio EMB Stock Details EMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-76,885
Closed -$8.44M – 41
2014
Q4 		$8.44M Buy
+76,885
New +$8.66M 6.25% 8

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LVZ Inc's EMB Position: Q1 2015 in Review

LVZ Inc sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2015, closing a stake of 76,885 shares — an estimated $8.44M sold.

LVZ Inc first reported a position in EMB in Q4 2014 and held it in 1 quarter. The position peaked at $8.44M in Q4 2014. 282 funds tracked by Wall St. Rank hold EMB as of Q1 2015.

  • LVZ Inc reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2015 after selling out during the quarter.
  • LVZ Inc sold 76,885 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2015, an estimated $8.44M.
  • LVZ Inc first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2014 and held it in 1 quarter.
  • LVZ Inc's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $8.44M in Q4 2014.
  • 282 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2015.

Based on LVZ Inc's 13F filing for Q1 2015, filed 23 Apr 2015.