TWA
EMD

TCI Wealth Advisors’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

TCI Wealth Advisors’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
2016
Q3 		– Sell
-100
Closed -$2K – 1369
2016
Q2 		$2K Buy
+100
New +$1.48K ﹤0.01% 925
2013
Q3 		– Sell
-275
Closed -$5K – 797
2013
Q2 		$5K Buy
+275
New +$5.67K ﹤0.01% 448

Other funds holding EMD

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
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
PMLI
Penn Mutual Life Insurance Horsham, Pennsylvania $125M AUM 9.1% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCI Wealth Advisors's EMD Position: Q3 2016 in Review

TCI Wealth Advisors sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q3 2016, closing a stake of 100 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in EMD in Q2 2013 and held it in 2 quarters. The position peaked at $5K in Q2 2013. 68 funds tracked by Wall St. Rank hold EMD as of Q3 2016.

  • TCI Wealth Advisors reported no remaining Western Asset Emerging Markets Debt Fund position as of Q3 2016 after selling out during the quarter.
  • TCI Wealth Advisors sold 100 Western Asset Emerging Markets Debt Fund shares in Q3 2016, an estimated $2K.
  • TCI Wealth Advisors first reported a position in Western Asset Emerging Markets Debt Fund in Q2 2013 and held it in 2 quarters.
  • TCI Wealth Advisors's Western Asset Emerging Markets Debt Fund position peaked at $5K in Q2 2013.
  • 68 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q3 2016.

Based on TCI Wealth Advisors's 13F filing for Q3 2016, filed 1 Nov 2016.