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Sterling Investment Advisors (Missouri)’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Sterling Investment Advisors (Missouri)’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
2016
Q3 		– Sell
-10,693
Closed -$1.23M – 29
2016
Q2 		$1.23M Sell
10,693
-397
-4% -$44.3K 1.26% 23
2016
Q1 		$1.22M Sell
11,090
-106
-0.9% -$11.3K 1.29% 23
2015
Q4 		$1.18M Buy
11,196
+1,452
+15% +$156K 1.28% 22
2015
Q3 		$1.04M Buy
+9,744
New +$1.06M 1.18% 22

Other funds holding EMB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Sterling Investment Advisors (Missouri)'s EMB Position: Q3 2016 in Review

Sterling Investment Advisors (Missouri) sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2016, closing a stake of 10,693 shares — an estimated $1.23M sold.

Sterling Investment Advisors (Missouri) first reported a position in EMB in Q3 2015 and held it in 4 quarters. The position peaked at $1.23M in Q2 2016. 363 funds tracked by Wall St. Rank hold EMB as of Q3 2016.

  • Sterling Investment Advisors (Missouri) reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Sterling Investment Advisors (Missouri) sold 10,693 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2016, an estimated $1.23M.
  • Sterling Investment Advisors (Missouri) first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2015 and held it in 4 quarters.
  • Sterling Investment Advisors (Missouri)'s iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.23M in Q2 2016.
  • 363 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2016.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q3 2016, filed 13 Oct 2016.