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Portfolio Strategies (Washington)’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Portfolio Strategies (Washington)’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
Q4 		$7K Sell
56
-5,024
-99% -$581K 0.01% 57
2017
Q3 		$591K Sell
5,080
-1,499
-23% -$173K 0.98% 18
2017
Q2 		$752K Sell
6,579
-6,523
-50% -$749K 1.07% 23
2017
Q1 		$1.49M Sell
13,102
-587
-4% -$66.1K 1.87% 19
2016
Q4 		$1.51M Buy
+13,689
New +$1.54M 1.73% 22

Other funds holding EMB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Portfolio Strategies (Washington)'s EMB Position: Q4 2017 in Review

Portfolio Strategies (Washington) reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 99% in Q4 2017, selling an estimated $581K and leaving 56 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #57.

Portfolio Strategies (Washington) first reported a position in EMB in Q4 2016 and has held it in 5 quarters since. The position peaked at $1.51M in Q4 2016. 517 funds tracked by Wall St. Rank hold EMB as of Q4 2017.

  • Portfolio Strategies (Washington) held 56 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $7K as of Q4 2017.
  • Portfolio Strategies (Washington) sold 5,024 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2017, an estimated $581K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Portfolio Strategies (Washington)'s portfolio in Q4 2017, its #57 holding.
  • Portfolio Strategies (Washington) first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2016 and has held it in 5 quarters since.
  • Portfolio Strategies (Washington)'s iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.51M in Q4 2016.
  • 517 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.