VA
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Valmark Advisers’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Valmark Advisers’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
Q4 		– Sell
-5,903
Closed -$234K – 69
2015
Q3 		$234K Buy
+5,903
New +$245K 0.01% 57

Other funds holding LEMB

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Valmark Advisers's LEMB Position: Q4 2015 in Review

Valmark Advisers sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q4 2015, closing a stake of 5,903 shares — an estimated $234K sold.

Valmark Advisers first reported a position in LEMB in Q3 2015 and held it in 1 quarter. The position peaked at $234K in Q3 2015. 39 funds tracked by Wall St. Rank hold LEMB as of Q4 2015.

  • Valmark Advisers reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Valmark Advisers sold 5,903 iShares JPMorgan EM Local Currency Bond ETF shares in Q4 2015, an estimated $234K.
  • Valmark Advisers first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q3 2015 and held it in 1 quarter.
  • Valmark Advisers's iShares JPMorgan EM Local Currency Bond ETF position peaked at $234K in Q3 2015.
  • 39 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q4 2015.

Based on Valmark Advisers's 13F filing for Q4 2015, filed 2 Feb 2016.