RGF
EMD

Retirement Guys Formula’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Retirement Guys Formula’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
2022
Q4 		– Sell
-17,185
Closed -$137K – 119
2022
Q3 		$137K Sell
17,185
-8,620
-33% -$77.4K 0.14% 119
2022
Q2 		$228K Buy
25,805
+4,342
+20% +$41.8K 0.23% 117
2022
Q1 		$230K Buy
21,463
+3,695
+21% +$41.7K 0.15% 117
2021
Q4 		$228K Buy
+17,768
New +$236K 0.18% 100

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Retirement Guys Formula's EMD Position: Q4 2022 in Review

Retirement Guys Formula sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q4 2022, closing a stake of 17,185 shares — an estimated $137K sold.

Retirement Guys Formula first reported a position in EMD in Q4 2021 and held it in 4 quarters. The position peaked at $230K in Q1 2022. 95 funds tracked by Wall St. Rank hold EMD as of Q4 2022.

  • Retirement Guys Formula reported no remaining Western Asset Emerging Markets Debt Fund position as of Q4 2022 after selling out during the quarter.
  • Retirement Guys Formula sold 17,185 Western Asset Emerging Markets Debt Fund shares in Q4 2022, an estimated $137K.
  • Retirement Guys Formula first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2021 and held it in 4 quarters.
  • Retirement Guys Formula's Western Asset Emerging Markets Debt Fund position peaked at $230K in Q1 2022.
  • 95 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q4 2022.

Based on Retirement Guys Formula's 13F filing for Q4 2022, filed 14 Feb 2023.