Retirement Planning Group (Kansas)’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Retirement Planning Group (Kansas)’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
2014 Q4	–	Sell	-17,269	Closed	-$838K	–	70
2014 Q3	$838K	Hold	17,269	–	–	0.26%	37
2014 Q2	$890K	Sell	17,269 -402	-2%	-$20.4K	0.27%	38
2014 Q1	$878K	Sell	17,671 -10,064	-36%	-$485K	0.28%	38
2013 Q4	$1.35M	Buy	27,735 +7,185	+35%	+$357K	0.48%	34
2013 Q3	$1.03M	Buy	+20,550	New	+$1.01M	0.37%	39

Other funds holding LEMB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Retirement Planning Group (Kansas)'s LEMB Position: Q4 2014 in Review

Retirement Planning Group (Kansas) sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q4 2014, closing a stake of 17,269 shares — an estimated $838K sold.

Retirement Planning Group (Kansas) first reported a position in LEMB in Q3 2013 and held it in 5 quarters. The position peaked at $1.35M in Q4 2013. 37 funds tracked by Wall St. Rank hold LEMB as of Q4 2014.

Retirement Planning Group (Kansas) reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q4 2014 after selling out during the quarter.
Retirement Planning Group (Kansas) sold 17,269 iShares JPMorgan EM Local Currency Bond ETF shares in Q4 2014, an estimated $838K.
Retirement Planning Group (Kansas) first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q3 2013 and held it in 5 quarters.
Retirement Planning Group (Kansas)'s iShares JPMorgan EM Local Currency Bond ETF position peaked at $1.35M in Q4 2013.
37 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q4 2014.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q4 2014, filed 24 Feb 2015.