OFG
EMD

OTA Financial Group’s Western Asset Emerging Markets EMD Stock Holding History

OTA Financial Group’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
Q1 		– Sell
-36,987
Closed -$437 – 149
2013
Q4 		$437 Buy
+36,987
New +$448K 0.27% 41

Other funds holding EMD

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OTA Financial Group's EMD Position: Q1 2014 in Review

OTA Financial Group sold out of Western Asset Emerging Markets (EMD) in Q1 2014, closing a stake of 36,987 shares — an estimated $437 sold.

OTA Financial Group first reported a position in EMD in Q4 2013 and held it in 1 quarter. The position peaked at $437 in Q4 2013. 52 funds tracked by Wall St. Rank hold EMD as of Q1 2014.

  • OTA Financial Group reported no remaining Western Asset Emerging Markets position as of Q1 2014 after selling out during the quarter.
  • OTA Financial Group sold 36,987 Western Asset Emerging Markets shares in Q1 2014, an estimated $437.
  • OTA Financial Group first reported a position in Western Asset Emerging Markets in Q4 2013 and held it in 1 quarter.
  • OTA Financial Group's Western Asset Emerging Markets position peaked at $437 in Q4 2013.
  • 52 funds tracked by Wall St. Rank held Western Asset Emerging Markets as of Q1 2014.

Based on OTA Financial Group's 13F filing for Q1 2014, filed 30 Apr 2014.