Sound Income Strategies’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Sound Income Strategies’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
2024 Q3	–	Sell	-80	Closed	-$745	–	1430
2024 Q2	$745	Hold	80	–	–	﹤0.01%	1240
2024 Q1	$769	Hold	80	–	–	﹤0.01%	1195
2023 Q4	$737	Buy	+80	New	+$685	﹤0.01%	1195
2021 Q1	–	Sell	-32	Closed	–	–	990
2020 Q4	$0	Hold	32	–	–	﹤0.01%	886
2020 Q3	$0	Hold	32	–	–	﹤0.01%	856
2020 Q2	$0	Hold	32	–	–	﹤0.01%	797
2020 Q1	$0	Hold	32	–	–	﹤0.01%	781
2019 Q4	$0	Hold	32	–	–	﹤0.01%	716
2019 Q3	$0	Hold	32	–	–	﹤0.01%	684
2019 Q2	$0	Hold	32	–	–	﹤0.01%	685
2019 Q1	$0	Hold	32	–	–	﹤0.01%	699
2018 Q4	$0	Hold	32	–	–	﹤0.01%	697
2018 Q3	$0	Hold	32	–	–	﹤0.01%	730
2018 Q2	$0	Hold	32	–	–	﹤0.01%	660
2018 Q1	$0	Hold	32	–	–	﹤0.01%	608
2017 Q4	$0	Buy	+32	New	+$495	﹤0.01%	522

Other funds holding EMD

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

RCM

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

AAM

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

Sound Income Strategies's EMD Position: Q3 2024 in Review

Sound Income Strategies sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q3 2024, closing a stake of 80 shares — an estimated $745 sold.

Sound Income Strategies first reported a position in EMD in Q4 2017 and held it in 16 quarters. The position peaked at $769 in Q1 2024. 98 funds tracked by Wall St. Rank hold EMD as of Q3 2024.

Sound Income Strategies reported no remaining Western Asset Emerging Markets Debt Fund position as of Q3 2024 after selling out during the quarter.
Sound Income Strategies sold 80 Western Asset Emerging Markets Debt Fund shares in Q3 2024, an estimated $745.
Sound Income Strategies first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2017 and held it in 16 quarters.
Sound Income Strategies's Western Asset Emerging Markets Debt Fund position peaked at $769 in Q1 2024.
98 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q3 2024.

Based on Sound Income Strategies's 13F filing for Q3 2024, filed 10 Oct 2024.