Shaker Financial Services’s Western Asset Emerging Markets EMD Stock Holding History

Shaker Financial Services’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
2016 Q4	–	Sell	-33,481	Closed	-$385K	–	150
2016 Q3	$385K	Buy	+33,481	New	+$384K	0.25%	85
2014 Q4	–	Sell	-14,253	Closed	-$171K	–	175
2014 Q3	$171K	Buy	+14,253	New	+$181K	0.11%	124
2014 Q1	–	Sell	-34,550	Closed	-$409K	–	181
2013 Q4	$409K	Buy	34,550 +22,639	+190%	+$274K	0.28%	102
2013 Q3	$149K	Sell	11,911 -1,179	-9%	-$14.7K	0.11%	153
2013 Q2	$173K	Buy	+13,090	New	+$191K	0.13%	141

Other funds holding EMD

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Shaker Financial Services's EMD Position: Q4 2016 in Review

Shaker Financial Services sold out of Western Asset Emerging Markets (EMD) in Q4 2016, closing a stake of 33,481 shares — an estimated $385K sold.

Shaker Financial Services first reported a position in EMD in Q2 2013 and held it in 5 quarters. The position peaked at $409K in Q4 2013. 3 funds tracked by Wall St. Rank hold EMD as of Q4 2016.

Shaker Financial Services reported no remaining Western Asset Emerging Markets position as of Q4 2016 after selling out during the quarter.
Shaker Financial Services sold 33,481 Western Asset Emerging Markets shares in Q4 2016, an estimated $385K.
Shaker Financial Services first reported a position in Western Asset Emerging Markets in Q2 2013 and held it in 5 quarters.
Shaker Financial Services's Western Asset Emerging Markets position peaked at $409K in Q4 2013.
3 funds tracked by Wall St. Rank held Western Asset Emerging Markets as of Q4 2016.

Based on Shaker Financial Services's 13F filing for Q4 2016, filed 8 Feb 2017.