SIM
EMD

Sonora Investment Management’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Sonora Investment Management’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
2019
Q1 		– Sell
-1,395
Closed -$17K – 1501
2018
Q4 		$17K Hold
1,395
– – ﹤0.01% 691
2018
Q3 		$19K Hold
1,395
– – ﹤0.01% 668
2018
Q2 		$19K Buy
+1,395
New +$19.4K ﹤0.01% 616

Other funds holding EMD

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sonora Investment Management's EMD Position: Q1 2019 in Review

Sonora Investment Management sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q1 2019, closing a stake of 1,395 shares — an estimated $17K sold.

Sonora Investment Management first reported a position in EMD in Q2 2018 and held it in 3 quarters. The position peaked at $19K in Q3 2018. 95 funds tracked by Wall St. Rank hold EMD as of Q1 2019.

  • Sonora Investment Management reported no remaining Western Asset Emerging Markets Debt Fund position as of Q1 2019 after selling out during the quarter.
  • Sonora Investment Management sold 1,395 Western Asset Emerging Markets Debt Fund shares in Q1 2019, an estimated $17K.
  • Sonora Investment Management first reported a position in Western Asset Emerging Markets Debt Fund in Q2 2018 and held it in 3 quarters.
  • Sonora Investment Management's Western Asset Emerging Markets Debt Fund position peaked at $19K in Q3 2018.
  • 95 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2019.

Based on Sonora Investment Management's 13F filing for Q1 2019, filed 9 Apr 2019.