MWM
EMD

Merriman Wealth Management’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Merriman Wealth Management’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
2019
Q1 		– Sell
-11,000
Closed -$139K – 210
2018
Q4 		$139K Buy
+11,000
New +$139K 0.03% 161

Other funds holding EMD

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Merriman Wealth Management's EMD Position: Q1 2019 in Review

Merriman Wealth Management sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q1 2019, closing a stake of 11,000 shares — an estimated $139K sold.

Merriman Wealth Management first reported a position in EMD in Q4 2018 and held it in 1 quarter. The position peaked at $139K in Q4 2018. 95 funds tracked by Wall St. Rank hold EMD as of Q1 2019.

  • Merriman Wealth Management reported no remaining Western Asset Emerging Markets Debt Fund position as of Q1 2019 after selling out during the quarter.
  • Merriman Wealth Management sold 11,000 Western Asset Emerging Markets Debt Fund shares in Q1 2019, an estimated $139K.
  • Merriman Wealth Management first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2018 and held it in 1 quarter.
  • Merriman Wealth Management's Western Asset Emerging Markets Debt Fund position peaked at $139K in Q4 2018.
  • 95 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2019.

Based on Merriman Wealth Management's 13F filing for Q1 2019, filed 23 Apr 2019.