PAMG
EMB icon

Patton Albertson Miller Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Patton Albertson Miller Group’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
2020
Q3 		– Sell
-1,960
Closed -$214K – 205
2020
Q2 		$214K Sell
1,960
-3,793
-66% -$393K 0.06% 196
2020
Q1 		$556K Buy
5,753
+235
+4% +$25.9K 0.19% 127
2019
Q4 		$632K Buy
+5,518
New +$623K 0.17% 134
2019
Q3 		– Sell
-2,248
Closed -$257K – 238
2019
Q2 		$257K Sell
2,248
-1,850
-45% -$204K 0.07% 215
2019
Q1 		$451K Sell
4,098
-1,449
-26% -$156K 0.23% 85
2018
Q4 		$596K Sell
5,547
-22,364
-80% -$2.34M 0.32% 77
2018
Q3 		$2.93M Sell
27,911
-8,091
-22% -$869K 1.48% 8
2018
Q2 		$3.84M Buy
36,002
+287
+0.8% +$31.3K 1.94% 7
2018
Q1 		$4.03M Buy
35,715
+7,213
+25% +$819K 1.81% 9
2017
Q4 		$3.31M Buy
28,502
+353
+1% +$40.8K 1.35% 12
2017
Q3 		$3.27M Buy
+28,149
New +$3.25M 1.42% 12
2017
Q2 		– Sell
-29,594
Closed -$3.38M – 128
2017
Q1 		$3.38M Buy
29,594
+12,453
+73% +$1.4M 1.4% 13
2016
Q4 		$1.89M Buy
17,141
+5,042
+42% +$566K 0.81% 31
2016
Q3 		$1.42M Buy
+12,099
New +$1.41M 0.62% 48

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Patton Albertson Miller Group's EMB Position: Q3 2020 in Review

Patton Albertson Miller Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2020, closing a stake of 1,960 shares — an estimated $214K sold.

Patton Albertson Miller Group first reported a position in EMB in Q3 2016 and held it in 14 quarters. The position peaked at $4.03M in Q1 2018. 603 funds tracked by Wall St. Rank hold EMB as of Q3 2020.

  • Patton Albertson Miller Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Patton Albertson Miller Group sold 1,960 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2020, an estimated $214K.
  • Patton Albertson Miller Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2016 and held it in 14 quarters.
  • Patton Albertson Miller Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.03M in Q1 2018.
  • 603 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2020.

Based on Patton Albertson Miller Group's 13F filing for Q3 2020, filed 3 Nov 2020.