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Nicholas Hoffman & Company’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Nicholas Hoffman & Company’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
2017
Q1 		– Sell
-2,008
Closed -$222K – 154
2016
Q4 		$222K Buy
+2,008
New +$225K 0.11% 139

Other funds holding EMB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nicholas Hoffman & Company's EMB Position: Q1 2017 in Review

Nicholas Hoffman & Company sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2017, closing a stake of 2,008 shares — an estimated $222K sold.

Nicholas Hoffman & Company first reported a position in EMB in Q4 2016 and held it in 1 quarter. The position peaked at $222K in Q4 2016. 414 funds tracked by Wall St. Rank hold EMB as of Q1 2017.

  • Nicholas Hoffman & Company reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Nicholas Hoffman & Company sold 2,008 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2017, an estimated $222K.
  • Nicholas Hoffman & Company first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2016 and held it in 1 quarter.
  • Nicholas Hoffman & Company's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $222K in Q4 2016.
  • 414 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2017.

Based on Nicholas Hoffman & Company's 13F filing for Q1 2017, filed 9 May 2017.