SBIA
EMD

Sheaff Brock Investment Advisors’s Western Asset Emerging Markets 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
2016
Q1 		– Sell
-30,409
Closed -$296K – 727
2015
Q4 		$296K Buy
+30,409
New +$300K 0.03% 415

Other funds holding EMD

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sheaff Brock Investment Advisors's EMD Position: Q1 2016 in Review

Sheaff Brock Investment Advisors sold out of Western Asset Emerging Markets (EMD) in Q1 2016, closing a stake of 30,409 shares — an estimated $296K sold.

Sheaff Brock Investment Advisors first reported a position in EMD in Q4 2015 and held it in 1 quarter. The position peaked at $296K in Q4 2015. 50 funds tracked by Wall St. Rank hold EMD as of Q1 2016.

  • Sheaff Brock Investment Advisors reported no remaining Western Asset Emerging Markets position as of Q1 2016 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 30,409 Western Asset Emerging Markets shares in Q1 2016, an estimated $296K.
  • Sheaff Brock Investment Advisors first reported a position in Western Asset Emerging Markets in Q4 2015 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's Western Asset Emerging Markets position peaked at $296K in Q4 2015.
  • 50 funds tracked by Wall St. Rank held Western Asset Emerging Markets as of Q1 2016.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.