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Sonora Investment Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Sonora Investment 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
Q2 		– Sell
-7
Closed -$1K – 1684
2019
Q1 		$1K Buy
+7
New +$755 ﹤0.01% 1440
2018
Q1 		– Sell
-64
Closed -$7.43K – 1198
2017
Q4 		$7.43K Buy
+64
New +$7.4K ﹤0.01% 886
2015
Q4 		– Sell
-250
Closed -$27K – 895
2015
Q3 		$27K Buy
+250
New +$27.1K 0.01% 280

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sonora Investment Management's EMB Position: Q2 2019 in Review

Sonora Investment Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2019, closing a stake of 7 shares — an estimated $1K sold.

Sonora Investment Management first reported a position in EMB in Q3 2015 and held it in 3 quarters. The position peaked at $27K in Q3 2015. 568 funds tracked by Wall St. Rank hold EMB as of Q2 2019.

  • Sonora Investment Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Sonora Investment Management sold 7 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2019, an estimated $1K.
  • Sonora Investment Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2015 and held it in 3 quarters.
  • Sonora Investment Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $27K in Q3 2015.
  • 568 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2019.

Based on Sonora Investment Management's 13F filing for Q2 2019, filed 19 Jul 2019.