RPCONE
EMD

Retirement Planning Company of New England’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-2,984
Closed -$38K – 412
2021
Q4 		$38K Buy
+2,984
New +$39.7K 0.02% 447

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RCM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Retirement Planning Company of New England's EMD Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q1 2022, closing a stake of 2,984 shares — an estimated $38K sold.

Retirement Planning Company of New England first reported a position in EMD in Q4 2021 and held it in 1 quarter. The position peaked at $38K in Q4 2021. 95 funds tracked by Wall St. Rank hold EMD as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Western Asset Emerging Markets Debt Fund position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 2,984 Western Asset Emerging Markets Debt Fund shares in Q1 2022, an estimated $38K.
  • Retirement Planning Company of New England first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Western Asset Emerging Markets Debt Fund position peaked at $38K in Q4 2021.
  • 95 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.