MCC
EMD

Money Concepts Capital’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-3,257
Closed -$29.7K – 1167
2022
Q4 		$29.7K Buy
+3,257
New +$27.9K ﹤0.01% 1479
2022
Q2 		– Sell
-3,257
Closed -$35K – 1756
2022
Q1 		$35K Buy
+3,257
New +$36.8K ﹤0.01% 1374

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 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
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Money Concepts Capital's EMD Position: Q1 2023 in Review

Money Concepts Capital sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q1 2023, closing a stake of 3,257 shares — an estimated $29.7K sold.

Money Concepts Capital first reported a position in EMD in Q1 2022 and held it in 2 quarters. The position peaked at $35K in Q1 2022. 91 funds tracked by Wall St. Rank hold EMD as of Q1 2023.

  • Money Concepts Capital reported no remaining Western Asset Emerging Markets Debt Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 3,257 Western Asset Emerging Markets Debt Fund shares in Q1 2023, an estimated $29.7K.
  • Money Concepts Capital first reported a position in Western Asset Emerging Markets Debt Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Western Asset Emerging Markets Debt Fund position peaked at $35K in Q1 2022.
  • 91 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.