OIA
EMD

Optimum Investment Advisors’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Optimum Investment Advisors’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
2014
Q3 		– Sell
-3,000
Closed -$55K – 930
2014
Q2 		$55K Buy
+3,000
New +$54.2K 0.02% 469

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Optimum Investment Advisors's EMD Position: Q3 2014 in Review

Optimum Investment Advisors sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q3 2014, closing a stake of 3,000 shares — an estimated $55K sold.

Optimum Investment Advisors first reported a position in EMD in Q2 2014 and held it in 1 quarter. The position peaked at $55K in Q2 2014. 64 funds tracked by Wall St. Rank hold EMD as of Q3 2014.

  • Optimum Investment Advisors reported no remaining Western Asset Emerging Markets Debt Fund position as of Q3 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 3,000 Western Asset Emerging Markets Debt Fund shares in Q3 2014, an estimated $55K.
  • Optimum Investment Advisors first reported a position in Western Asset Emerging Markets Debt Fund in Q2 2014 and held it in 1 quarter.
  • Optimum Investment Advisors's Western Asset Emerging Markets Debt Fund position peaked at $55K in Q2 2014.
  • 64 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q3 2014.

Based on Optimum Investment Advisors's 13F filing for Q3 2014, filed 17 Nov 2014.