WIA
EMD

Wealthstreet Investment Advisors’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Wealthstreet Investment Advisors’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
Q2 		– Sell
-23,000
Closed -$304K – 161
2021
Q1 		$304K Hold
23,000
– – 0.03% 315
2020
Q4 		$320K Buy
+23,000
New +$302K 0.03% 294

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 $823M AUM 27.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PMAM
Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 3.07% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Wealthstreet Investment Advisors's EMD Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q2 2021, closing a stake of 23,000 shares — an estimated $304K sold.

Wealthstreet Investment Advisors first reported a position in EMD in Q4 2020 and held it in 2 quarters. The position peaked at $320K in Q4 2020. 96 funds tracked by Wall St. Rank hold EMD as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Western Asset Emerging Markets Debt Fund position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 23,000 Western Asset Emerging Markets Debt Fund shares in Q2 2021, an estimated $304K.
  • Wealthstreet Investment Advisors first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2020 and held it in 2 quarters.
  • Wealthstreet Investment Advisors's Western Asset Emerging Markets Debt Fund position peaked at $320K in Q4 2020.
  • 96 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.