MGIA
LEMB icon

Moneta Group Investment Advisors’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Moneta Group Investment Advisors’s Portfolio LEMB Stock Details LEMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,035
Closed -$41K – 294
2015
Q3 		$41K Buy
+1,035
New +$42.9K 0.01% 253
2014
Q1 		– Sell
-6,230
Closed -$304K – 125
2013
Q4 		$304K Buy
+6,230
New +$309K 0.18% 92

Other funds holding LEMB

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Moneta Group Investment Advisors's LEMB Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q4 2015, closing a stake of 1,035 shares — an estimated $41K sold.

Moneta Group Investment Advisors first reported a position in LEMB in Q4 2013 and held it in 2 quarters. The position peaked at $304K in Q4 2013. 39 funds tracked by Wall St. Rank hold LEMB as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,035 iShares JPMorgan EM Local Currency Bond ETF shares in Q4 2015, an estimated $41K.
  • Moneta Group Investment Advisors first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2013 and held it in 2 quarters.
  • Moneta Group Investment Advisors's iShares JPMorgan EM Local Currency Bond ETF position peaked at $304K in Q4 2013.
  • 39 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.