NSIM
EMD

North Star Investment Management’s Western Asset Emerging Markets EMD Stock Holding History

North Star Investment Management’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
2016
Q4 		– Sell
-102
Closed -$1.11K – 1009
2016
Q3 		$1K Hold
102
– – ﹤0.01% 790
2016
Q2 		$1K Hold
102
– – ﹤0.01% 786
2016
Q1 		$1K Hold
102
– – ﹤0.01% 750
2015
Q4 		$1K Hold
102
– – ﹤0.01% 747
2015
Q3 		$1K Hold
102
– – ﹤0.01% 829
2015
Q2 		$1K Hold
102
– – ﹤0.01% 810
2015
Q1 		$1K Hold
102
– – ﹤0.01% 777
2014
Q4 		$1K Sell
102
-67
-40% -$779 ﹤0.01% 777
2014
Q3 		$2K Hold
169
– – ﹤0.01% 621
2014
Q2 		$2K Hold
169
– – ﹤0.01% 662
2014
Q1 		$2K Buy
+169
New +$2.01K ﹤0.01% 657

Other funds holding EMD

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
AF
Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

North Star Investment Management's EMD Position: Q4 2016 in Review

North Star Investment Management sold out of Western Asset Emerging Markets (EMD) in Q4 2016, closing a stake of 102 shares — an estimated $1.11K sold.

North Star Investment Management first reported a position in EMD in Q1 2014 and held it in 11 quarters. The position peaked at $2K in Q3 2014. 3 funds tracked by Wall St. Rank hold EMD as of Q4 2016.

  • North Star Investment Management reported no remaining Western Asset Emerging Markets position as of Q4 2016 after selling out during the quarter.
  • North Star Investment Management sold 102 Western Asset Emerging Markets shares in Q4 2016, an estimated $1.11K.
  • North Star Investment Management first reported a position in Western Asset Emerging Markets in Q1 2014 and held it in 11 quarters.
  • North Star Investment Management's Western Asset Emerging Markets position peaked at $2K in Q3 2014.
  • 3 funds tracked by Wall St. Rank held Western Asset Emerging Markets as of Q4 2016.

Based on North Star Investment Management's 13F filing for Q4 2016, filed 13 Jan 2017.