RegentAtlantic Capital
LEMB icon

RegentAtlantic Capital’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

RegentAtlantic Capital’s Portfolio LEMB Stock Details LEMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-10,355
Closed -$478K – 664
2014
Q4 		$478K Buy
+10,355
New +$492K 0.04% 259

Other funds holding LEMB

Windhaven Investment Management
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BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock Investment Management
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

RegentAtlantic Capital's LEMB Position: Q1 2015 in Review

RegentAtlantic Capital sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q1 2015, closing a stake of 10,355 shares — an estimated $478K sold.

RegentAtlantic Capital first reported a position in LEMB in Q4 2014 and held it in 1 quarter. The position peaked at $478K in Q4 2014. 38 funds tracked by Wall St. Rank hold LEMB as of Q1 2015.

  • RegentAtlantic Capital reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 10,355 iShares JPMorgan EM Local Currency Bond ETF shares in Q1 2015, an estimated $478K.
  • RegentAtlantic Capital first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2014 and held it in 1 quarter.
  • RegentAtlantic Capital's iShares JPMorgan EM Local Currency Bond ETF position peaked at $478K in Q4 2014.
  • 38 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.