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Orgel Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Orgel Wealth Management’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
2016
Q1 		– Sell
-17,922
Closed -$1.9M – 21
2015
Q4 		$1.9M Buy
+17,922
New +$1.93M 1.62% 6

Other funds holding EMB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Orgel Wealth Management's EMB Position: Q1 2016 in Review

Orgel Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2016, closing a stake of 17,922 shares — an estimated $1.9M sold.

Orgel Wealth Management first reported a position in EMB in Q4 2015 and held it in 1 quarter. The position peaked at $1.9M in Q4 2015. 322 funds tracked by Wall St. Rank hold EMB as of Q1 2016.

  • Orgel Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Orgel Wealth Management sold 17,922 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2016, an estimated $1.9M.
  • Orgel Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2015 and held it in 1 quarter.
  • Orgel Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.9M in Q4 2015.
  • 322 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2016.

Based on Orgel Wealth Management's 13F filing for Q1 2016, filed 6 May 2016.