Regal Wealth Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Regal Wealth Group’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	-7	Closed	-$1K	–	153
2017 Q1	$1K	Hold	7	–	–	﹤0.01%	147
2016 Q4	$1K	Sell	7 -400	-98%	-$44.9K	﹤0.01%	152
2016 Q3	$48K	Sell	407 -129	-24%	-$15K	0.04%	64
2016 Q2	$62K	Sell	536 -151	-22%	-$16.8K	0.06%	58
2016 Q1	$76K	Sell	687 -112	-14%	-$11.9K	0.07%	52
2015 Q4	$85K	Buy	+799	New	+$86.1K	0.08%	49

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

Regal Wealth Group's EMB Position: Q2 2017 in Review

Regal Wealth Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2017, closing a stake of 7 shares — an estimated $1K sold.

Regal Wealth Group first reported a position in EMB in Q4 2015 and held it in 6 quarters. The position peaked at $85K in Q4 2015. 421 funds tracked by Wall St. Rank hold EMB as of Q2 2017.

Regal Wealth Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2017 after selling out during the quarter.
Regal Wealth Group sold 7 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2017, an estimated $1K.
Regal Wealth Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2015 and held it in 6 quarters.
Regal Wealth Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $85K in Q4 2015.
421 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2017.

Based on Regal Wealth Group's 13F filing for Q2 2017, filed 10 Aug 2017.