Round Table Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Round Table 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
2018 Q3	–	Sell	-2,582	Closed	-$276K	–	150
2018 Q2	$276K	Buy	2,582 +346	+15%	+$37.8K	0.09%	83
2018 Q1	$252K	Sell	2,236 -69	-3%	-$7.84K	0.09%	85
2017 Q4	$268K	Buy	2,305 +307	+15%	+$35.5K	0.09%	78
2017 Q3	$233K	Hold	1,998	–	–	0.08%	84
2017 Q2	$228K	Hold	1,998	–	–	0.08%	91
2017 Q1	$227K	Buy	+1,998	New	+$225K	0.08%	89

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Round Table Services's EMB Position: Q3 2018 in Review

Round Table Services sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2018, closing a stake of 2,582 shares — an estimated $276K sold.

Round Table Services first reported a position in EMB in Q1 2017 and held it in 6 quarters. The position peaked at $276K in Q2 2018. 494 funds tracked by Wall St. Rank hold EMB as of Q3 2018.

Round Table Services reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2018 after selling out during the quarter.
Round Table Services sold 2,582 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2018, an estimated $276K.
Round Table Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2017 and held it in 6 quarters.
Round Table Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $276K in Q2 2018.
494 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2018.

Based on Round Table Services's 13F filing for Q3 2018, filed 29 Oct 2018.