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Summit Securities Group’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Summit Securities Group’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
2017
Q4 		– Sell
-59,926
Closed -$3.04M – 202
2017
Q3 		$3.04M Buy
+59,926
New +$3.02M 0.52% 24

Other funds holding EMHY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Summit Securities Group's EMHY Position: Q4 2017 in Review

Summit Securities Group sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q4 2017, closing a stake of 59,926 shares — an estimated $3.04M sold.

Summit Securities Group first reported a position in EMHY in Q3 2017 and held it in 1 quarter. The position peaked at $3.04M in Q3 2017. 76 funds tracked by Wall St. Rank hold EMHY as of Q4 2017.

  • Summit Securities Group reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Summit Securities Group sold 59,926 iShares JPMorgan EM High Yield Bond ETF shares in Q4 2017, an estimated $3.04M.
  • Summit Securities Group first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q3 2017 and held it in 1 quarter.
  • Summit Securities Group's iShares JPMorgan EM High Yield Bond ETF position peaked at $3.04M in Q3 2017.
  • 76 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q4 2017.

Based on Summit Securities Group's 13F filing for Q4 2017, filed 1 Feb 2018.