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

Parallel 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
2021 Q4	–	Sell	-500	Closed	-$7K	–	3140
2021 Q3	$7K	Hold	500	–	–	﹤0.01%	2217
2021 Q2	$7K	Hold	500	–	–	﹤0.01%	2153
2021 Q1	$7K	Hold	500	–	–	﹤0.01%	2059
2020 Q4	$7K	Hold	500	–	–	﹤0.01%	1918
2020 Q3	$6K	Buy	+500	New	+$6.42K	﹤0.01%	1941
2018 Q1	–	Sell	-2,094	Closed	-$33K	–	2098
2017 Q4	$33K	Hold	2,094	–	–	0.01%	838
2017 Q3	$32K	Hold	2,094	–	–	0.01%	821
2017 Q2	$33K	Hold	2,094	–	–	0.01%	817
2017 Q1	$33K	Buy	+2,094	New	+$32K	0.01%	774

Other funds holding EMD

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Parallel Advisors's EMD Position: Q4 2021 in Review

Parallel Advisors sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q4 2021, closing a stake of 500 shares — an estimated $7K sold.

Parallel Advisors first reported a position in EMD in Q1 2017 and held it in 9 quarters. The position peaked at $33K in Q4 2017. 95 funds tracked by Wall St. Rank hold EMD as of Q4 2021.

Parallel Advisors reported no remaining Western Asset Emerging Markets Debt Fund position as of Q4 2021 after selling out during the quarter.
Parallel Advisors sold 500 Western Asset Emerging Markets Debt Fund shares in Q4 2021, an estimated $7K.
Parallel Advisors first reported a position in Western Asset Emerging Markets Debt Fund in Q1 2017 and held it in 9 quarters.
Parallel Advisors's Western Asset Emerging Markets Debt Fund position peaked at $33K in Q4 2017.
95 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q4 2021.

Based on Parallel Advisors's 13F filing for Q4 2021, filed 20 Jan 2022.