PFO
EMD

Pathstone Family Office’s Western Asset Emerging Markets EMD Stock Holding History

Pathstone Family Office’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
2013
Q4 		– Sell
-6,366
Closed -$80K – 388
2013
Q3 		$80K Buy
+6,366
New +$79.5K 0.35% 45

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return

Pathstone Family Office's EMD Position: Q4 2013 in Review

Pathstone Family Office sold out of Western Asset Emerging Markets (EMD) in Q4 2013, closing a stake of 6,366 shares — an estimated $80K sold.

Pathstone Family Office first reported a position in EMD in Q3 2013 and held it in 1 quarter. The position peaked at $80K in Q3 2013. 59 funds tracked by Wall St. Rank hold EMD as of Q4 2013.

  • Pathstone Family Office reported no remaining Western Asset Emerging Markets position as of Q4 2013 after selling out during the quarter.
  • Pathstone Family Office sold 6,366 Western Asset Emerging Markets shares in Q4 2013, an estimated $80K.
  • Pathstone Family Office first reported a position in Western Asset Emerging Markets in Q3 2013 and held it in 1 quarter.
  • Pathstone Family Office's Western Asset Emerging Markets position peaked at $80K in Q3 2013.
  • 59 funds tracked by Wall St. Rank held Western Asset Emerging Markets as of Q4 2013.

Based on Pathstone Family Office's 13F filing for Q4 2013, filed 4 Feb 2014.