Wealthcare Capital Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Wealthcare Capital Management’s Portfolio EMB Stock Details EMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-127	Closed	-$14K	–	207
2016 Q1	$14K	Buy	+127	New	+$13.5K	﹤0.01%	118
2015 Q2	–	Sell	-197	Closed	-$22K	–	531
2015 Q1	$22K	Buy	+197	New	+$21.9K	﹤0.01%	383
2014 Q4	–	Sell	-84	Closed	-$10K	–	217
2014 Q3	$10K	Buy	+84	New	+$9.63K	﹤0.01%	148

Other funds holding EMB

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Wealthcare Capital Management's EMB Position: Q2 2016 in Review

Wealthcare Capital Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2016, closing a stake of 127 shares — an estimated $14K sold.

Wealthcare Capital Management first reported a position in EMB in Q3 2014 and held it in 3 quarters. The position peaked at $22K in Q1 2015. 336 funds tracked by Wall St. Rank hold EMB as of Q2 2016.

Wealthcare Capital Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2016 after selling out during the quarter.
Wealthcare Capital Management sold 127 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2016, an estimated $14K.
Wealthcare Capital Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2014 and held it in 3 quarters.
Wealthcare Capital Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $22K in Q1 2015.
336 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2016.

Based on Wealthcare Capital Management's 13F filing for Q2 2016, filed 12 Aug 2016.