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New England Investment & Retirement Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

New England Investment & Retirement Group’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
2018
Q2 		– Sell
-6,866
Closed -$775K – 50
2018
Q1 		$775K Hold
6,866
– – 0.42% 34
2017
Q4 		$797K Hold
6,866
– – 0.42% 34
2017
Q3 		$799K Buy
+6,866
New +$793K 0.44% 33
2017
Q2 		– Sell
-7,379
Closed -$839K – 52
2017
Q1 		$839K Buy
7,379
+4,729
+178% +$533K 0.46% 35
2016
Q4 		$292K Buy
+2,650
New +$297K 0.16% 51

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

New England Investment & Retirement Group's EMB Position: Q2 2018 in Review

New England Investment & Retirement Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2018, closing a stake of 6,866 shares — an estimated $775K sold.

New England Investment & Retirement Group first reported a position in EMB in Q4 2016 and held it in 5 quarters. The position peaked at $839K in Q1 2017. 485 funds tracked by Wall St. Rank hold EMB as of Q2 2018.

  • New England Investment & Retirement Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2018 after selling out during the quarter.
  • New England Investment & Retirement Group sold 6,866 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2018, an estimated $775K.
  • New England Investment & Retirement Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2016 and held it in 5 quarters.
  • New England Investment & Retirement Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $839K in Q1 2017.
  • 485 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2018.

Based on New England Investment & Retirement Group's 13F filing for Q2 2018, filed 1 Aug 2018.