Mid Atlantic Financial Management’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$1M	Buy	73,504 +14,600	+25%	+$203K	0.07%	254
2021 Q2	$825K	Buy	58,904 +5,768	+11%	+$79.5K	0.06%	308
2021 Q1	$702K	Buy	53,136 +16,300	+44%	+$220K	0.05%	342
2020 Q4	$512K	Buy	36,836 +100	+0.3%	+$1.31K	0.04%	387
2020 Q3	$479K	Buy	36,736 +5,232	+17%	+$67.2K	0.04%	373
2020 Q2	$388K	Buy	31,504 +2,700	+9%	+$31K	0.04%	408
2020 Q1	$303K	Sell	28,804 -32,641	-53%	-$443K	0.03%	434
2019 Q4	$877K	Buy	61,445 +11,416	+23%	+$160K	0.08%	258
2019 Q3	$695K	Buy	50,029 +4,411	+10%	+$62.1K	0.07%	278
2019 Q2	$653K	Sell	45,618 -1,989	-4%	-$27.6K	0.07%	301
2019 Q1	$649K	Buy	47,607 +3,203	+7%	+$43.3K	0.07%	305
2018 Q4	$546K	Buy	+44,404	New	+$560K	0.07%	308

Other funds holding EMD

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Mid Atlantic Financial Management's EMD Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Western Asset Emerging Markets Debt Fund (EMD) stake by 25% in Q3 2021, buying an estimated $203K and bringing the position to 73,504 shares worth $1M. The position accounts for 0.07% of the portfolio, ranked #254.

Mid Atlantic Financial Management first reported a position in EMD in Q4 2018 and has held it in 12 quarters since. 94 funds tracked by Wall St. Rank hold EMD as of Q3 2021.

Mid Atlantic Financial Management held 73,504 shares of Western Asset Emerging Markets Debt Fund worth $1M as of Q3 2021.
Mid Atlantic Financial Management bought 14,600 Western Asset Emerging Markets Debt Fund shares in Q3 2021, an estimated $203K.
Western Asset Emerging Markets Debt Fund made up 0.07% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #254 holding.
Mid Atlantic Financial Management first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2018 and has held it in 12 quarters since.
94 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.