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Robertson Stephens Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Robertson Stephens Advisors’s Portfolio EMB Stock Details EMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$262K Sell
2,247
-86
-4% -$9.94K 0.23% 57
2017
Q2 		$267K Sell
2,333
-1,689
-42% -$194K 0.24% 60
2017
Q1 		$453K Buy
+4,022
New +$453K 0.4% 55

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Robertson Stephens Advisors's EMB Position: Q3 2017 in Review

Robertson Stephens Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 3.7% in Q3 2017, selling an estimated $9.94K and leaving 2,247 shares worth $262K. The position accounts for 0.23% of the portfolio, ranked #57.

Robertson Stephens Advisors first reported a position in EMB in Q1 2017 and has held it in 3 quarters since. The position peaked at $453K in Q1 2017. 442 funds tracked by Wall St. Rank hold EMB as of Q3 2017.

  • Robertson Stephens Advisors held 2,247 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $262K as of Q3 2017.
  • Robertson Stephens Advisors sold 86 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2017, an estimated $9.94K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.23% of Robertson Stephens Advisors's portfolio in Q3 2017, its #57 holding.
  • Robertson Stephens Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2017 and has held it in 3 quarters since.
  • Robertson Stephens Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $453K in Q1 2017.
  • 442 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.