Pinnacle Associates’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Pinnacle Associates’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
2017 Q2	–	Sell	-2,635	Closed	-$300K	–	678
2017 Q1	$300K	Sell	2,635 -317	-11%	-$35.7K	0.01%	565
2016 Q4	$325K	Buy	+2,952	New	+$331K	0.01%	541
2013 Q3	–	Sell	-2,076	Closed	-$227K	–	573
2013 Q2	$227K	Buy	+2,076	New	+$243K	0.01%	509

Other funds holding EMB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Pinnacle Associates's EMB Position: Q2 2017 in Review

Pinnacle Associates sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2017, closing a stake of 2,635 shares — an estimated $300K sold.

Pinnacle Associates first reported a position in EMB in Q2 2013 and held it in 3 quarters. The position peaked at $325K in Q4 2016. 421 funds tracked by Wall St. Rank hold EMB as of Q2 2017.

Pinnacle Associates reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2017 after selling out during the quarter.
Pinnacle Associates sold 2,635 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2017, an estimated $300K.
Pinnacle Associates first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and held it in 3 quarters.
Pinnacle Associates's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $325K in Q4 2016.
421 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2017.

Based on Pinnacle Associates's 13F filing for Q2 2017, filed 9 Aug 2017.