Titus Wealth Management’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Titus Wealth Management’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
2021 Q1	–	Sell	-15,200	Closed	-$211K	–	143
2020 Q4	$211K	Buy	15,200 +700	+5%	+$9.2K	0.13%	129
2020 Q3	$179K	Hold	14,500	–	–	0.13%	114
2020 Q2	$179K	Buy	+14,500	New	+$167K	0.14%	107
2019 Q2	–	Sell	-10,500	Closed	-$143K	–	98
2019 Q1	$143K	Hold	10,500	–	–	0.13%	95
2018 Q4	$129K	Buy	+10,500	New	+$133K	0.11%	89
2018 Q2	–	Sell	-14,500	Closed	-$211K	–	94
2018 Q1	$211K	Buy	+14,500	New	+$219K	0.2%	80

Other funds holding EMD

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

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PMAM

Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 3.07% 1-Year Est. Return

Titus Wealth Management's EMD Position: Q1 2021 in Review

Titus Wealth Management sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q1 2021, closing a stake of 15,200 shares — an estimated $211K sold.

Titus Wealth Management first reported a position in EMD in Q1 2018 and held it in 6 quarters. The position peaked at $211K in Q4 2020. 93 funds tracked by Wall St. Rank hold EMD as of Q1 2021.

Titus Wealth Management reported no remaining Western Asset Emerging Markets Debt Fund position as of Q1 2021 after selling out during the quarter.
Titus Wealth Management sold 15,200 Western Asset Emerging Markets Debt Fund shares in Q1 2021, an estimated $211K.
Titus Wealth Management first reported a position in Western Asset Emerging Markets Debt Fund in Q1 2018 and held it in 6 quarters.
Titus Wealth Management's Western Asset Emerging Markets Debt Fund position peaked at $211K in Q4 2020.
93 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2021.

Based on Titus Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.