Stratos Wealth Partners’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Stratos Wealth Partners’s Portfolio EMD Stock Details EMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,058	Closed	-$14K	–	1267
2018 Q3	$14K	Buy	+1,058	New	+$14.3K	﹤0.01%	2024
2018 Q2	–	Sell	-1,058	Closed	-$15K	–	1407
2018 Q1	$15K	Sell	1,058 -1,430	-57%	-$21.6K	﹤0.01%	2124
2017 Q4	$39K	Buy	+2,488	New	+$38.5K	﹤0.01%	1635

Other funds holding EMD

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PMAM

Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 5.97% 1-Year Est. Return

Stratos Wealth Partners's EMD Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q4 2018, closing a stake of 1,058 shares — an estimated $14K sold.

Stratos Wealth Partners first reported a position in EMD in Q4 2017 and held it in 3 quarters. The position peaked at $39K in Q4 2017. 100 funds tracked by Wall St. Rank hold EMD as of Q4 2018.

Stratos Wealth Partners reported no remaining Western Asset Emerging Markets Debt Fund position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 1,058 Western Asset Emerging Markets Debt Fund shares in Q4 2018, an estimated $14K.
Stratos Wealth Partners first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners's Western Asset Emerging Markets Debt Fund position peaked at $39K in Q4 2017.
100 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.