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Sowell Financial Services’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

Sowell Financial Services’s Portfolio CEMB Stock Details CEMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,057
Closed -$104K – 303
2016
Q4 		$104K Buy
+2,057
New +$103K 0.03% 268

Other funds holding CEMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sowell Financial Services's CEMB Position: Q1 2017 in Review

Sowell Financial Services sold out of iShares JPMorgan EM Corporate Bond ETF (CEMB) in Q1 2017, closing a stake of 2,057 shares — an estimated $104K sold.

Sowell Financial Services first reported a position in CEMB in Q4 2016 and held it in 1 quarter. The position peaked at $104K in Q4 2016. 26 funds tracked by Wall St. Rank hold CEMB as of Q1 2017.

  • Sowell Financial Services reported no remaining iShares JPMorgan EM Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Sowell Financial Services sold 2,057 iShares JPMorgan EM Corporate Bond ETF shares in Q1 2017, an estimated $104K.
  • Sowell Financial Services first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q4 2016 and held it in 1 quarter.
  • Sowell Financial Services's iShares JPMorgan EM Corporate Bond ETF position peaked at $104K in Q4 2016.
  • 26 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q1 2017.

Based on Sowell Financial Services's 13F filing for Q1 2017, filed 31 May 2017.