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Patriot Financial Group Insurance Agency’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio LEMB Stock Details LEMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-115
Closed -$5K – 954
2017
Q3 		$5K Buy
+115
New +$5.52K ﹤0.01% 700

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Patriot Financial Group Insurance Agency's LEMB Position: Q4 2017 in Review

Patriot Financial Group Insurance Agency sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q4 2017, closing a stake of 115 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in LEMB in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 69 funds tracked by Wall St. Rank hold LEMB as of Q4 2017.

  • Patriot Financial Group Insurance Agency reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 115 iShares JPMorgan EM Local Currency Bond ETF shares in Q4 2017, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q3 2017 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's iShares JPMorgan EM Local Currency Bond ETF position peaked at $5K in Q3 2017.
  • 69 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q4 2017.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2017, filed 14 Feb 2018.