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Obermeyer Wealth Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-127
Closed -$14K – 135
2013
Q2 		$14K Buy
+127
New +$14.8K ﹤0.01% 232

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Obermeyer Wealth Partners's EMB Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2013, closing a stake of 127 shares — an estimated $14K sold.

Obermeyer Wealth Partners first reported a position in EMB in Q2 2013 and held it in 1 quarter. The position peaked at $14K in Q2 2013. 232 funds tracked by Wall St. Rank hold EMB as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 127 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2013, an estimated $14K.
  • Obermeyer Wealth Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $14K in Q2 2013.
  • 232 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.