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Stephens Inc’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Stephens Inc’s Portfolio LEMB Stock Details LEMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-12,625
Closed -$544K – 1152
2018
Q3 		$544K Buy
12,625
+1,064
+9% +$46.5K 0.01% 760
2018
Q2 		$513K Buy
+11,561
New +$545K 0.02% 599

Other funds holding LEMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Stephens Inc's LEMB Position: Q4 2018 in Review

Stephens Inc sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q4 2018, closing a stake of 12,625 shares — an estimated $544K sold.

Stephens Inc first reported a position in LEMB in Q2 2018 and held it in 2 quarters. The position peaked at $544K in Q3 2018. 69 funds tracked by Wall St. Rank hold LEMB as of Q4 2018.

  • Stephens Inc reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Stephens Inc sold 12,625 iShares JPMorgan EM Local Currency Bond ETF shares in Q4 2018, an estimated $544K.
  • Stephens Inc first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2018 and held it in 2 quarters.
  • Stephens Inc's iShares JPMorgan EM Local Currency Bond ETF position peaked at $544K in Q3 2018.
  • 69 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q4 2018.

Based on Stephens Inc's 13F filing for Q4 2018, filed 11 Feb 2019.