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Summit Securities Group’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Summit Securities Group’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
2015
Q1 		– Sell
-6
Closed – – 531
2014
Q4 		$0 Buy
+6
New +$285 ﹤0.01% 673

Other funds holding LEMB

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Summit Securities Group's LEMB Position: Q1 2015 in Review

Summit Securities Group sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q1 2015, closing a stake of 6 shares.

Summit Securities Group first reported a position in LEMB in Q4 2014 and held it in 1 quarter. The position peaked at $0 in Q4 2014. 38 funds tracked by Wall St. Rank hold LEMB as of Q1 2015.

  • Summit Securities Group reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Summit Securities Group sold 6 iShares JPMorgan EM Local Currency Bond ETF shares in Q1 2015.
  • Summit Securities Group first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q4 2014 and held it in 1 quarter.
  • Summit Securities Group's iShares JPMorgan EM Local Currency Bond ETF position peaked at $0 in Q4 2014.
  • 38 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q1 2015.

Based on Summit Securities Group's 13F filing for Q1 2015, filed 22 Apr 2015.