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Marcuard Family Office’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Marcuard Family Office’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
2014
Q1 		– Sell
-15,000
Closed -$1.62M – 25
2013
Q4 		$1.62M Sell
15,000
-8,650
-37% -$945K 3.48% 9
2013
Q3 		$2.58M Sell
23,650
-415
-2% -$45K 4.92% 5
2013
Q2 		$2.64M Buy
+24,065
New +$2.81M 4.24% 7

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Marcuard Family Office's EMB Position: Q1 2014 in Review

Marcuard Family Office sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2014, closing a stake of 15,000 shares — an estimated $1.62M sold.

Marcuard Family Office first reported a position in EMB in Q2 2013 and held it in 3 quarters. The position peaked at $2.64M in Q2 2013. 249 funds tracked by Wall St. Rank hold EMB as of Q1 2014.

  • Marcuard Family Office reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Marcuard Family Office sold 15,000 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2014, an estimated $1.62M.
  • Marcuard Family Office first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and held it in 3 quarters.
  • Marcuard Family Office's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.64M in Q2 2013.
  • 249 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2014.

Based on Marcuard Family Office's 13F filing for Q1 2014, filed 23 Apr 2014.