Strategic Capital Alternatives’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Strategic Capital Alternatives’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
2015 Q3	$79K	Sell	747 -464	-38%	-$50.3K	0.02%	205
2015 Q2	$134K	Hold	1,211	–	–	0.03%	216
2015 Q1	$136K	Buy	+1,211	New	+$134K	0.03%	188
2014 Q4	–	Sell	-630	Closed	-$71K	–	156
2014 Q3	$71K	Buy	+630	New	+$72.2K	0.03%	200

Other funds holding EMB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Strategic Capital Alternatives's EMB Position: Q3 2015 in Review

Strategic Capital Alternatives reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 38% in Q3 2015, selling an estimated $50.3K and leaving 747 shares worth $79K. The position accounts for 0.02% of the portfolio, ranked #205.

Strategic Capital Alternatives first reported a position in EMB in Q3 2014 and has held it in 4 quarters since. The position peaked at $136K in Q1 2015. 281 funds tracked by Wall St. Rank hold EMB as of Q3 2015.

Strategic Capital Alternatives held 747 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $79K as of Q3 2015.
Strategic Capital Alternatives sold 464 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2015, an estimated $50.3K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.02% of Strategic Capital Alternatives's portfolio in Q3 2015, its #205 holding.
Strategic Capital Alternatives first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2014 and has held it in 4 quarters since.
Strategic Capital Alternatives's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $136K in Q1 2015.
281 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.