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

WFG 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
2017
Q2 		$86K Buy
748
+71
+10% +$8.15K 0.02% 561
2017
Q1 		$77K Sell
677
-103
-13% -$11.6K 0.02% 555
2016
Q4 		$86K Buy
780
+10
+1% +$1.12K 0.02% 568
2016
Q3 		$90K Buy
770
+106
+16% +$12.4K 0.02% 549
2016
Q2 		$77K Buy
664
+239
+56% +$26.7K 0.02% 569
2016
Q1 		$47K Sell
425
-2
-0.5% -$213 0.01% 682
2015
Q4 		$45K Buy
427
+9
+2% +$969 0.01% 689
2015
Q3 		$44K Sell
418
-10
-2% -$1.08K 0.01% 688
2015
Q2 		$47K Sell
428
-135
-24% -$15.1K 0.01% 743
2015
Q1 		$63K Sell
563
-148
-21% -$16.4K 0.02% 668
2014
Q4 		$78K Sell
711
-182
-20% -$20.5K 0.02% 717
2014
Q3 		$101K Sell
893
-111
-11% -$12.7K 0.02% 663
2014
Q2 		$116K Buy
1,004
+742
+283% +$84.2K 0.02% 600
2014
Q1 		$29K Buy
262
+73
+39% +$7.95K 0.01% 1108
2013
Q4 		$20K Sell
189
-807
-81% -$88.1K ﹤0.01% 1341
2013
Q3 		$109K Sell
996
-66
-6% -$7.16K 0.02% 675
2013
Q2 		$116K Buy
+1,062
New +$124K 0.02% 611

Other funds holding EMB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

WFG Advisors's EMB Position: Q2 2017 in Review

WFG Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 10% in Q2 2017, buying an estimated $8.15K and bringing the position to 748 shares worth $86K. The position accounts for 0.02% of the portfolio, ranked #561.

WFG Advisors first reported a position in EMB in Q2 2013 and has held it in 17 quarters since. The position peaked at $116K in Q2 2014. 421 funds tracked by Wall St. Rank hold EMB as of Q2 2017.

  • WFG Advisors held 748 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $86K as of Q2 2017.
  • WFG Advisors bought 71 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2017, an estimated $8.15K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #561 holding.
  • WFG Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $116K in Q2 2014.
  • 421 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.