RIA
EMD

Regal Investment Advisors’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Regal Investment Advisors’s Portfolio EMD Stock Details EMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,301
Closed -$23K – 857
2013
Q3 		$23K Buy
1,301
+201
+18% +$3.54K 0.01% 444
2013
Q2 		$20K Buy
+1,100
New +$22.7K 0.01% 461

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Regal Investment Advisors's EMD Position: Q4 2013 in Review

Regal Investment Advisors sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q4 2013, closing a stake of 1,301 shares — an estimated $23K sold.

Regal Investment Advisors first reported a position in EMD in Q2 2013 and held it in 2 quarters. The position peaked at $23K in Q3 2013. 57 funds tracked by Wall St. Rank hold EMD as of Q4 2013.

  • Regal Investment Advisors reported no remaining Western Asset Emerging Markets Debt Fund position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 1,301 Western Asset Emerging Markets Debt Fund shares in Q4 2013, an estimated $23K.
  • Regal Investment Advisors first reported a position in Western Asset Emerging Markets Debt Fund in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's Western Asset Emerging Markets Debt Fund position peaked at $23K in Q3 2013.
  • 57 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.