Stevens First Principles Investment Advisors’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Stevens First Principles Investment Advisors’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 Q3	–	Sell	-10	Closed	–	–	168
2018 Q2	$0	Hold	10	–	–	﹤0.01%	167
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	152
2017 Q4	$0	Hold	10	–	–	﹤0.01%	195
2017 Q3	$0	Buy	+10	New	+$480	﹤0.01%	184

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FTIOP

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6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

EIA

Edgemoor Investment Advisors Bethesda, Maryland $1.47B AUM 37.62% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Stevens First Principles Investment Advisors's LEMB Position: Q3 2018 in Review

Stevens First Principles Investment Advisors sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q3 2018, closing a stake of 10 shares.

Stevens First Principles Investment Advisors first reported a position in LEMB in Q3 2017 and held it in 4 quarters. The position peaked at $1K in Q1 2018. 63 funds tracked by Wall St. Rank hold LEMB as of Q3 2018.

Stevens First Principles Investment Advisors reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q3 2018 after selling out during the quarter.
Stevens First Principles Investment Advisors sold 10 iShares JPMorgan EM Local Currency Bond ETF shares in Q3 2018.
Stevens First Principles Investment Advisors first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q3 2017 and held it in 4 quarters.
Stevens First Principles Investment Advisors's iShares JPMorgan EM Local Currency Bond ETF position peaked at $1K in Q1 2018.
63 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q3 2018.

Based on Stevens First Principles Investment Advisors's 13F filing for Q3 2018, filed 6 Nov 2018.