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SteelBridge Private Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

SteelBridge Private Wealth Advisors’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
2017
Q3 		– Sell
-3,190
Closed -$365K – 40
2017
Q2 		$365K Buy
3,190
+35
+1% +$4.02K 0.51% 45
2017
Q1 		$359K Buy
3,155
+110
+4% +$12.4K 0.54% 42
2016
Q4 		$341K Buy
+3,045
New +$342K 0.54% 41

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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SteelBridge Private Wealth Advisors's EMB Position: Q3 2017 in Review

SteelBridge Private Wealth Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2017, closing a stake of 3,190 shares — an estimated $365K sold.

SteelBridge Private Wealth Advisors first reported a position in EMB in Q4 2016 and held it in 3 quarters. The position peaked at $365K in Q2 2017. 442 funds tracked by Wall St. Rank hold EMB as of Q3 2017.

  • SteelBridge Private Wealth Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2017 after selling out during the quarter.
  • SteelBridge Private Wealth Advisors sold 3,190 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2017, an estimated $365K.
  • SteelBridge Private Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2016 and held it in 3 quarters.
  • SteelBridge Private Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $365K in Q2 2017.
  • 442 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2017.

Based on SteelBridge Private Wealth Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.