Wealthspire Advisors (Maryland)
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Wealthspire Advisors (Maryland)’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Wealthspire Advisors (Maryland)’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
2016
Q4 		– Sell
-51
Closed -$2K – 1808
2016
Q3 		$2K Buy
+51
New +$2.31K ﹤0.01% 1555

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Mackenzie Financial
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Bank of America
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BlackRock
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HSBC Holdings
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Wealthspire Advisors (Maryland)'s LEMB Position: Q4 2016 in Review

Wealthspire Advisors (Maryland) sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q4 2016, closing a stake of 51 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in LEMB in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 44 funds tracked by Wall St. Rank hold LEMB as of Q4 2016.

  • Wealthspire Advisors (Maryland) reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 51 iShares JPMorgan EM Local Currency Bond ETF shares in Q4 2016, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q3 2016 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s iShares JPMorgan EM Local Currency Bond ETF position peaked at $2K in Q3 2016.
  • 44 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q4 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2016, filed 6 Feb 2017.