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Placemark Investments’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Placemark Investments’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
2014
Q4 		$4.56M Buy
41,578
+13,237
+47% +$1.49M 0.08% 312
2014
Q3 		$3.2M Sell
28,341
-13,152
-32% -$1.51M 0.06% 386
2014
Q2 		$4.78M Buy
41,493
+17,093
+70% +$1.94M 0.09% 286
2014
Q1 		$2.72M Sell
24,400
-5,958
-20% -$649K 0.05% 426
2013
Q4 		$3.28M Sell
30,358
-3,875
-11% -$423K 0.05% 404
2013
Q3 		$3.73M Sell
34,233
-19,672
-36% -$2.13M 0.07% 331
2013
Q2 		$5.9M Buy
+53,905
New +$6.3M 0.13% 203

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

Placemark Investments's EMB Position: Q4 2014 in Review

Placemark Investments increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 47% in Q4 2014, buying an estimated $1.49M and bringing the position to 41,578 shares worth $4.56M. The position accounts for 0.08% of the portfolio, ranked #312.

Placemark Investments first reported a position in EMB in Q2 2013 and has held it in 7 quarters since. The position peaked at $5.9M in Q2 2013. 273 funds tracked by Wall St. Rank hold EMB as of Q4 2014.

  • Placemark Investments held 41,578 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $4.56M as of Q4 2014.
  • Placemark Investments bought 13,237 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2014, an estimated $1.49M.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.08% of Placemark Investments's portfolio in Q4 2014, its #312 holding.
  • Placemark Investments first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $5.9M in Q2 2013.
  • 273 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.