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Rockefeller Financial Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Rockefeller Financial Services’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
2014
Q1 		– Sell
-22
Closed -$2K – 514
2013
Q4 		$2K Hold
22
– – ﹤0.01% 499
2013
Q3 		$2K Hold
22
– – ﹤0.01% 494
2013
Q2 		$2K Buy
+22
New +$2.57K ﹤0.01% 490

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rockefeller Financial Services's EMB Position: Q1 2014 in Review

Rockefeller Financial Services sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2014, closing a stake of 22 shares — an estimated $2K sold.

Rockefeller Financial Services first reported a position in EMB in Q2 2013 and held it in 3 quarters. The position peaked at $2K in Q4 2013. 249 funds tracked by Wall St. Rank hold EMB as of Q1 2014.

  • Rockefeller Financial Services reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 22 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2014, an estimated $2K.
  • Rockefeller Financial Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and held it in 3 quarters.
  • Rockefeller Financial Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2K in Q4 2013.
  • 249 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2014.

Based on Rockefeller Financial Services's 13F filing for Q1 2014, filed 5 May 2014.