Wealthspire Advisors (Maryland)’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Wealthspire Advisors (Maryland)’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
2018 Q4	–	Sell	-14,650	Closed	-$197K	–	2462
2018 Q3	$197K	Hold	14,650	–	–	0.02%	461
2018 Q2	$194K	Hold	14,650	–	–	0.02%	472
2018 Q1	$213K	Hold	14,650	–	–	0.02%	442
2017 Q4	$228K	Buy	14,650 +610	+4%	+$9.44K	0.02%	436
2017 Q3	$221K	Buy	14,040 +3,000	+27%	+$46.9K	0.02%	443
2017 Q2	$172K	Buy	+11,040	New	+$173K	0.02%	504

Other funds holding EMD

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PMAM

Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 5.97% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EMD Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q4 2018, closing a stake of 14,650 shares — an estimated $197K sold.

Wealthspire Advisors (Maryland) first reported a position in EMD in Q2 2017 and held it in 6 quarters. The position peaked at $228K in Q4 2017. 100 funds tracked by Wall St. Rank hold EMD as of Q4 2018.

Wealthspire Advisors (Maryland) reported no remaining Western Asset Emerging Markets Debt Fund position as of Q4 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 14,650 Western Asset Emerging Markets Debt Fund shares in Q4 2018, an estimated $197K.
Wealthspire Advisors (Maryland) first reported a position in Western Asset Emerging Markets Debt Fund in Q2 2017 and held it in 6 quarters.
Wealthspire Advisors (Maryland)'s Western Asset Emerging Markets Debt Fund position peaked at $228K in Q4 2017.
100 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.