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Westover Capital Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Westover Capital Advisors’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
2018
Q4 		– Sell
-25,726
Closed -$2.77M – 121
2018
Q3 		$2.77M Buy
25,726
+595
+2% +$63.9K 1.4% 24
2018
Q2 		$2.68M Buy
25,131
+1,038
+4% +$113K 1.45% 24
2018
Q1 		$2.72M Buy
24,093
+707
+3% +$80.3K 1.48% 25
2017
Q4 		$2.71M Buy
+23,386
New +$2.7M 1.49% 20
2016
Q1 		– Sell
-22,547
Closed -$2.38M – 95
2015
Q4 		$2.38M Sell
22,547
-266
-1% -$28.7K 1.99% 18
2015
Q3 		$2.43M Sell
22,813
-17,196
-43% -$1.86M 2.09% 18
2015
Q2 		$4.4M Buy
40,009
+822
+2% +$92K 3.5% 4
2015
Q1 		$4.39M Sell
39,187
-3,288
-8% -$365K 3.55% 4
2014
Q4 		$4.66M Sell
42,475
-901
-2% -$101K 3.99% 1
2014
Q3 		$4.89M Sell
43,376
-143
-0.3% -$16.4K 3.99% 1
2014
Q2 		$5.02M Buy
43,519
+156
+0.4% +$17.7K 4.23% 1
2014
Q1 		$4.83M Buy
43,363
+1,692
+4% +$184K 4.51% 1
2013
Q4 		$4.51M Sell
41,671
-1,056
-2% -$115K 4.3% 1
2013
Q3 		$4.66M Sell
42,727
-5,636
-12% -$611K 4.82% 1
2013
Q2 		$5.3M Buy
+48,363
New +$5.65M 5.2% 1

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Westover Capital Advisors's EMB Position: Q4 2018 in Review

Westover Capital Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2018, closing a stake of 25,726 shares — an estimated $2.77M sold.

Westover Capital Advisors first reported a position in EMB in Q2 2013 and held it in 15 quarters. The position peaked at $5.3M in Q2 2013. 546 funds tracked by Wall St. Rank hold EMB as of Q4 2018.

  • Westover Capital Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Westover Capital Advisors sold 25,726 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2018, an estimated $2.77M.
  • Westover Capital Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and held it in 15 quarters.
  • Westover Capital Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $5.3M in Q2 2013.
  • 546 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2018.

Based on Westover Capital Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.