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Osborn Williams & Donohoe’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Osborn Williams & Donohoe’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
2019
Q2 		– Sell
-235
Closed -$26K – 410
2019
Q1 		$26K Buy
+235
New +$25.3K ﹤0.01% 527

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Osborn Williams & Donohoe's EMB Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2019, closing a stake of 235 shares — an estimated $26K sold.

Osborn Williams & Donohoe first reported a position in EMB in Q1 2019 and held it in 1 quarter. The position peaked at $26K in Q1 2019. 568 funds tracked by Wall St. Rank hold EMB as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 235 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2019, an estimated $26K.
  • Osborn Williams & Donohoe first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $26K in Q1 2019.
  • 568 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.