SA
EMD

SFI Advisors’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

SFI Advisors’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
2025
Q1 		– Sell
-28,296
Closed -$272K – 77
2024
Q4 		$272K Buy
+28,296
New +$281K 0.19% 64
2024
Q1 		– Sell
-24,334
Closed -$224K – 82
2023
Q4 		$224K Buy
+24,334
New +$208K 0.19% 71

Other funds holding EMD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFI Advisors's EMD Position: Q1 2025 in Review

SFI Advisors sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q1 2025, closing a stake of 28,296 shares — an estimated $272K sold.

SFI Advisors first reported a position in EMD in Q4 2023 and held it in 2 quarters. The position peaked at $272K in Q4 2024. 101 funds tracked by Wall St. Rank hold EMD as of Q1 2025.

  • SFI Advisors reported no remaining Western Asset Emerging Markets Debt Fund position as of Q1 2025 after selling out during the quarter.
  • SFI Advisors sold 28,296 Western Asset Emerging Markets Debt Fund shares in Q1 2025, an estimated $272K.
  • SFI Advisors first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2023 and held it in 2 quarters.
  • SFI Advisors's Western Asset Emerging Markets Debt Fund position peaked at $272K in Q4 2024.
  • 101 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2025.

Based on SFI Advisors's 13F filing for Q1 2025, filed 13 May 2025.