Sheaff Brock Investment Advisors’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Sheaff Brock Investment 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
2017 Q3	–	Sell	-10,229	Closed	-$159K	–	583
2017 Q2	$159K	Buy	10,229 +14	+0.1%	+$220	0.02%	542
2017 Q1	$158K	Buy	10,215 +14	+0.1%	+$214	0.02%	533
2016 Q4	$150K	Buy	+10,201	New	+$154K	0.02%	539
2016 Q3	–	Sell	-11,699	Closed	-$180K	–	573
2016 Q2	$180K	Buy	11,699 +1,443	+14%	+$21.4K	0.02%	502
2016 Q1	$149K	Buy	+10,256	New	+$139K	0.02%	527

Other funds holding EMD

RCM

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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Sheaff Brock Investment Advisors's EMD Position: Q3 2017 in Review

Sheaff Brock Investment Advisors sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q3 2017, closing a stake of 10,229 shares — an estimated $159K sold.

Sheaff Brock Investment Advisors first reported a position in EMD in Q1 2016 and held it in 5 quarters. The position peaked at $180K in Q2 2016. 94 funds tracked by Wall St. Rank hold EMD as of Q3 2017.

Sheaff Brock Investment Advisors reported no remaining Western Asset Emerging Markets Debt Fund position as of Q3 2017 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 10,229 Western Asset Emerging Markets Debt Fund shares in Q3 2017, an estimated $159K.
Sheaff Brock Investment Advisors first reported a position in Western Asset Emerging Markets Debt Fund in Q1 2016 and held it in 5 quarters.
Sheaff Brock Investment Advisors's Western Asset Emerging Markets Debt Fund position peaked at $180K in Q2 2016.
94 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q3 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.