WQ
EMD

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

Wealth Quarterback’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
Q3 		$34K Buy
+2,585
New +$35.9K 0.02% 295
2020
Q2 		– Sell
-435
Closed -$4.58K – 295
2020
Q1 		$4.58K Sell
435
-80
-16% -$1.09K ﹤0.01% 634
2019
Q4 		$7.35K Buy
+515
New +$7.2K 0.01% 582

Other funds holding EMD

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Wealth Quarterback's EMD Position: Q3 2021 in Review

Wealth Quarterback opened a new position in Western Asset Emerging Markets Debt Fund (EMD) in Q3 2021: 2,585 shares worth $34K. The stake represents 0.02% of the portfolio and ranks #295 among its holdings. This is a return to the name: Wealth Quarterback previously reported a position in EMD as recently as Q1 2020.

Wealth Quarterback first reported a position in EMD in Q4 2019 and has held it in 3 quarters since. 94 funds tracked by Wall St. Rank hold EMD as of Q3 2021.

  • Wealth Quarterback held 2,585 shares of Western Asset Emerging Markets Debt Fund worth $34K as of Q3 2021.
  • Western Asset Emerging Markets Debt Fund was a new Wealth Quarterback position in Q3 2021.
  • Western Asset Emerging Markets Debt Fund made up 0.02% of Wealth Quarterback's portfolio in Q3 2021, its #295 holding.
  • Wealth Quarterback first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2019 and has held it in 3 quarters since.
  • 94 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.