SIC
EMD

Samalin Investment Counsel’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Samalin Investment Counsel’s Portfolio EMD Stock Details EMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$436K Sell
44,360
-320
-0.7% -$3.43K 0.15% 186
2025
Q4 		$475K Buy
44,680
+1,433
+3% +$15.1K 0.17% 173
2025
Q3 		$446K Buy
43,247
+1,129
+3% +$11.6K 0.15% 189
2025
Q2 		$423K Sell
42,118
-857
-2% -$8.16K 0.16% 195
2025
Q1 		$425K Buy
42,975
+729
+2% +$7.17K 0.17% 183
2024
Q4 		$406K Buy
42,246
+1,124
+3% +$11.2K 0.17% 187
2024
Q3 		$419K Sell
41,122
-255
-0.6% -$2.5K 0.18% 187
2024
Q2 		$385K Sell
41,377
-427
-1% -$3.97K 0.18% 190
2024
Q1 		$402K Buy
41,804
+3,285
+9% +$30.1K 0.19% 179
2023
Q4 		$355K Sell
38,519
-17,685
-31% -$151K 0.18% 193
2023
Q3 		$466K Sell
56,204
-13,151
-19% -$116K 0.27% 114
2023
Q2 		$598K Sell
69,355
-11,388
-14% -$98.7K 0.32% 88
2023
Q1 		$694K Sell
80,743
-8,647
-10% -$78.8K 0.42% 62
2022
Q4 		$814K Buy
89,390
+12,113
+16% +$104K 0.51% 54
2022
Q3 		$617K Buy
77,277
+32,332
+72% +$290K 0.45% 58
2022
Q2 		$397K Sell
44,945
-1,487
-3% -$14.3K 0.28% 113
2022
Q1 		$498K Sell
46,432
-6,459
-12% -$72.9K 0.3% 96
2021
Q4 		$677K Sell
52,891
-1,456
-3% -$19.3K 0.41% 66
2021
Q3 		$739K Sell
54,347
-790
-1% -$11K 0.48% 53
2021
Q2 		$772K Sell
55,137
-1,274
-2% -$17.6K 0.5% 50
2021
Q1 		$745K Buy
56,411
+588
+1% +$7.94K 0.5% 51
2020
Q4 		$776K Sell
55,823
-716
-1% -$9.41K 0.58% 39
2020
Q3 		$697K Buy
56,539
+4,458
+9% +$57.3K 0.62% 37
2020
Q2 		$641K Sell
52,081
-2,572
-5% -$29.6K 0.67% 36
2020
Q1 		$575K Buy
54,653
+471
+0.9% +$6.39K 0.77% 36
2019
Q4 		$773K Buy
+54,182
New +$757K 0.65% 34

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Samalin Investment Counsel's EMD Position: Q1 2026 in Review

Samalin Investment Counsel reduced its Western Asset Emerging Markets Debt Fund (EMD) stake by 0.72% in Q1 2026, selling an estimated $3.43K and leaving 44,360 shares worth $436K. The position accounts for 0.15% of the portfolio, ranked #186.

Samalin Investment Counsel first reported a position in EMD in Q4 2019 and has held it in 26 quarters since. The position peaked at $814K in Q4 2022. 101 funds tracked by Wall St. Rank hold EMD as of Q1 2026.

  • Samalin Investment Counsel held 44,360 shares of Western Asset Emerging Markets Debt Fund worth $436K as of Q1 2026.
  • Samalin Investment Counsel sold 320 Western Asset Emerging Markets Debt Fund shares in Q1 2026, an estimated $3.43K.
  • Western Asset Emerging Markets Debt Fund made up 0.15% of Samalin Investment Counsel's portfolio in Q1 2026, its #186 holding.
  • Samalin Investment Counsel first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2019 and has held it in 26 quarters since.
  • Samalin Investment Counsel's Western Asset Emerging Markets Debt Fund position peaked at $814K in Q4 2022.
  • 101 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2026.

Based on Samalin Investment Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.