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WealthSource Partners’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

WealthSource Partners’s Portfolio EMHY Stock Details EMHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-9,522
Closed -$362K – 359
2020
Q1 		$362K Buy
+9,522
New +$427K 0.06% 213

Other funds holding EMHY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TSA
Tri-Star Advisors Houston, Texas $5.9M AUM 6.67% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthSource Partners's EMHY Position: Q2 2020 in Review

WealthSource Partners sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q2 2020, closing a stake of 9,522 shares — an estimated $362K sold.

WealthSource Partners first reported a position in EMHY in Q1 2020 and held it in 1 quarter. The position peaked at $362K in Q1 2020. 78 funds tracked by Wall St. Rank hold EMHY as of Q2 2020.

  • WealthSource Partners reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q2 2020 after selling out during the quarter.
  • WealthSource Partners sold 9,522 iShares JPMorgan EM High Yield Bond ETF shares in Q2 2020, an estimated $362K.
  • WealthSource Partners first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q1 2020 and held it in 1 quarter.
  • WealthSource Partners's iShares JPMorgan EM High Yield Bond ETF position peaked at $362K in Q1 2020.
  • 78 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q2 2020.

Based on WealthSource Partners's 13F filing for Q2 2020, filed 17 Aug 2020.