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Peachtree Investment Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Peachtree Investment Advisors’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
2018
Q4 		– Sell
-89,816
Closed -$9.68M – 78
2018
Q3 		$9.68M Sell
89,816
-1,115
-1% -$120K 6.61% 2
2018
Q2 		$9.71M Buy
90,931
+8,139
+10% +$888K 7.03% 2
2018
Q1 		$9.34M Buy
82,792
+12,325
+17% +$1.4M 7.02% 2
2017
Q4 		$8.18M Buy
70,467
+5,535
+9% +$640K 6.25% 4
2017
Q3 		$7.56M Buy
64,932
+4,085
+7% +$472K 6.49% 2
2017
Q2 		$6.96M Buy
60,847
+35,750
+142% +$4.11M 5.96% 2
2017
Q1 		$2.85M Buy
25,097
+2,000
+9% +$225K 2.61% 8
2016
Q4 		$2.55M Sell
23,097
-532
-2% -$59.7K 2.5% 8
2016
Q3 		$2.77M Buy
23,629
+2,855
+14% +$333K 2.72% 8
2016
Q2 		$2.39M Buy
20,774
+1,705
+9% +$190K 2.43% 9
2016
Q1 		$2.1M Buy
19,069
+2,165
+13% +$231K 2.11% 12
2015
Q4 		$1.79M Buy
16,904
+3,215
+23% +$346K 1.87% 13
2015
Q3 		$1.46M Buy
13,689
+1,160
+9% +$126K 1.51% 19
2015
Q2 		$1.38M Buy
12,529
+1,105
+10% +$124K 1.03% 25
2015
Q1 		$1.28M Sell
11,424
-9,206
-45% -$1.02M 0.92% 28
2014
Q4 		$2.26M Buy
20,630
+20,200
+4,698% +$2.27M 1.52% 10
2014
Q3 		$49K Buy
+430
New +$49.3K 0.03% 206

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Peachtree Investment Advisors's EMB Position: Q4 2018 in Review

Peachtree Investment Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2018, closing a stake of 89,816 shares — an estimated $9.68M sold.

Peachtree Investment Advisors first reported a position in EMB in Q3 2014 and held it in 17 quarters. The position peaked at $9.71M in Q2 2018. 546 funds tracked by Wall St. Rank hold EMB as of Q4 2018.

  • Peachtree Investment Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Peachtree Investment Advisors sold 89,816 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2018, an estimated $9.68M.
  • Peachtree Investment Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2014 and held it in 17 quarters.
  • Peachtree Investment Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $9.71M in Q2 2018.
  • 546 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.