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Stratos Wealth Partners’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Stratos Wealth Partners’s Portfolio EMHY Stock Details EMHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-250
Closed -$12K – 1270
2018
Q3 		$12K Buy
+250
New +$11.4K ﹤0.01% 2085

Other funds holding EMHY

Envestnet Asset Management
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Stratos Wealth Partners sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q4 2018, closing a stake of 250 shares — an estimated $12K sold.

Stratos Wealth Partners first reported a position in EMHY in Q3 2018 and held it in 1 quarter. The position peaked at $12K in Q3 2018. 70 funds tracked by Wall St. Rank hold EMHY as of Q4 2018.

  • Stratos Wealth Partners reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 250 iShares JPMorgan EM High Yield Bond ETF shares in Q4 2018, an estimated $12K.
  • Stratos Wealth Partners first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q3 2018 and held it in 1 quarter.
  • Stratos Wealth Partners's iShares JPMorgan EM High Yield Bond ETF position peaked at $12K in Q3 2018.
  • 70 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q4 2018.

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