RFA
EMD

Reilly Financial Advisors’s Western Asset Emerging Markets EMD Stock Holding History

Reilly Financial 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
2015
Q2 		– Sell
-297
Closed -$3K – 1518
2015
Q1 		$3K Hold
297
– – ﹤0.01% 1129
2014
Q4 		$3K Buy
+297
New +$3.45K ﹤0.01% 728

Other funds holding EMD

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Reilly Financial Advisors's EMD Position: Q2 2015 in Review

Reilly Financial Advisors sold out of Western Asset Emerging Markets (EMD) in Q2 2015, closing a stake of 297 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in EMD in Q4 2014 and held it in 2 quarters. The position peaked at $3K in Q1 2015. 48 funds tracked by Wall St. Rank hold EMD as of Q2 2015.

  • Reilly Financial Advisors reported no remaining Western Asset Emerging Markets position as of Q2 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 297 Western Asset Emerging Markets shares in Q2 2015, an estimated $3K.
  • Reilly Financial Advisors first reported a position in Western Asset Emerging Markets in Q4 2014 and held it in 2 quarters.
  • Reilly Financial Advisors's Western Asset Emerging Markets position peaked at $3K in Q1 2015.
  • 48 funds tracked by Wall St. Rank held Western Asset Emerging Markets as of Q2 2015.

Based on Reilly Financial Advisors's 13F filing for Q2 2015, filed 6 Aug 2015.