SOL Capital Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

SOL Capital Management’s Portfolio EMB Stock Details EMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-11,500	Closed	-$1.3M	–	236
2019 Q3	$1.3M	Hold	11,500	–	–	0.36%	85
2019 Q2	$1.3M	Hold	11,500	–	–	0.35%	87
2019 Q1	$1.27M	Hold	11,500	–	–	0.35%	84
2018 Q4	$1.2M	Hold	11,500	–	–	0.38%	80
2018 Q3	$1.24M	Hold	11,500	–	–	0.33%	84
2018 Q2	$1.23M	Hold	11,500	–	–	0.35%	80
2018 Q1	$1.3M	Buy	+11,500	New	+$1.31M	0.37%	79

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pharo Management New York $18.7M AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SOL Capital Management's EMB Position: Q4 2019 in Review

SOL Capital Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2019, closing a stake of 11,500 shares — an estimated $1.3M sold.

SOL Capital Management first reported a position in EMB in Q1 2018 and held it in 7 quarters. The position peaked at $1.3M in Q3 2019. 656 funds tracked by Wall St. Rank hold EMB as of Q4 2019.

SOL Capital Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2019 after selling out during the quarter.
SOL Capital Management sold 11,500 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2019, an estimated $1.3M.
SOL Capital Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2018 and held it in 7 quarters.
SOL Capital Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.3M in Q3 2019.
656 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2019.

Based on SOL Capital Management's 13F filing for Q4 2019, filed 27 Jan 2020.