NFSG
EMD

Newbridge Financial Services Group’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Newbridge Financial Services Group’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 		– Sell
-111
Closed -$2K – 1447
2021
Q2 		$2K Buy
+111
New +$1.53K ﹤0.01% 1272

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
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
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
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

Newbridge Financial Services Group's EMD Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q3 2021, closing a stake of 111 shares — an estimated $2K sold.

Newbridge Financial Services Group first reported a position in EMD in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 94 funds tracked by Wall St. Rank hold EMD as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining Western Asset Emerging Markets Debt Fund position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 111 Western Asset Emerging Markets Debt Fund shares in Q3 2021, an estimated $2K.
  • Newbridge Financial Services Group first reported a position in Western Asset Emerging Markets Debt Fund in Q2 2021 and held it in 1 quarter.
  • Newbridge Financial Services Group's Western Asset Emerging Markets Debt Fund position peaked at $2K in Q2 2021.
  • 94 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.