SIC
LEMB icon

Salem Investment Counselors’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Salem Investment Counselors’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
2020
Q1 		– Sell
-50
Closed -$2K – 689
2019
Q4 		$2K Hold
50
– – ﹤0.01% 658
2019
Q3 		$2K Hold
50
– – ﹤0.01% 615
2019
Q2 		$2K Buy
+50
New +$2.21K ﹤0.01% 638

Other funds holding LEMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Salem Investment Counselors's LEMB Position: Q1 2020 in Review

Salem Investment Counselors sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q1 2020, closing a stake of 50 shares — an estimated $2K sold.

Salem Investment Counselors first reported a position in LEMB in Q2 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 77 funds tracked by Wall St. Rank hold LEMB as of Q1 2020.

  • Salem Investment Counselors reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Salem Investment Counselors sold 50 iShares JPMorgan EM Local Currency Bond ETF shares in Q1 2020, an estimated $2K.
  • Salem Investment Counselors first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2019 and held it in 3 quarters.
  • Salem Investment Counselors's iShares JPMorgan EM Local Currency Bond ETF position peaked at $2K in Q4 2019.
  • 77 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q1 2020.

Based on Salem Investment Counselors's 13F filing for Q1 2020, filed 14 May 2020.