Quattro Financial Advisors’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Quattro Financial Advisors’s Portfolio EMHY Stock Details EMHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-821	Closed	-$37.4K	–	30
2018 Q4	$37.4K	Sell	821 -1,642	-67%	-$74.1K	0.01%	82
2018 Q3	$112K	Sell	2,463 -180	-7%	-$8.24K	0.04%	59
2018 Q2	$122K	Buy	+2,643	New	+$125K	0.06%	46
2017 Q2	–	Sell	-2,030	Closed	-$101K	–	61
2017 Q1	$101K	Buy	+2,030	New	+$101K	0.05%	59

Other funds holding EMHY

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Quattro Financial Advisors's EMHY Position: Q1 2019 in Review

Quattro Financial Advisors sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q1 2019, closing a stake of 821 shares — an estimated $37.4K sold.

Quattro Financial Advisors first reported a position in EMHY in Q1 2017 and held it in 4 quarters. The position peaked at $122K in Q2 2018. 65 funds tracked by Wall St. Rank hold EMHY as of Q1 2019.

Quattro Financial Advisors reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q1 2019 after selling out during the quarter.
Quattro Financial Advisors sold 821 iShares JPMorgan EM High Yield Bond ETF shares in Q1 2019, an estimated $37.4K.
Quattro Financial Advisors first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q1 2017 and held it in 4 quarters.
Quattro Financial Advisors's iShares JPMorgan EM High Yield Bond ETF position peaked at $122K in Q2 2018.
65 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q1 2019.

Based on Quattro Financial Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.