UCFA
LEMB icon

United Capital Financial Advisors’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

United Capital Financial Advisors’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
2016
Q4 		– Sell
-614,254
Closed -$28.2M – 1293
2016
Q3 		$28.2M Sell
614,254
-47,905
-7% -$2.17M 0.27% 77
2016
Q2 		$29.8M Buy
662,159
+405,721
+158% +$17.6M 0.3% 64
2016
Q1 		$11.1M Sell
256,438
-1,668
-0.6% -$67.5K 0.12% 176
2015
Q4 		$10.4M Buy
258,106
+21,151
+9% +$863K 0.12% 189
2015
Q3 		$9.4M Buy
236,955
+116,023
+96% +$4.81M 0.11% 201
2015
Q2 		$5.29M Buy
120,932
+14,766
+14% +$658K 0.06% 330
2015
Q1 		$4.82M Buy
106,166
+8,570
+9% +$386K 0.06% 342
2014
Q4 		$4.5M Buy
97,596
+74,112
+316% +$3.52M 0.07% 271
2014
Q3 		$1.14M Buy
+23,484
New +$1.19M 0.02% 575

Other funds holding LEMB

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return