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WFG Advisors’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

WFG Advisors’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
2014
Q1 		– Sell
-134
Closed -$7K – 2119
2013
Q4 		$7K Hold
134
– – ﹤0.01% 1668
2013
Q3 		$7K Hold
134
– – ﹤0.01% 1637
2013
Q2 		$7K Buy
+134
New +$7.02K ﹤0.01% 1569

Other funds holding LEMB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PI
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LS
Lattice Strategies Wayne, Pennsylvania $109M AUM 3.52% 1-Year Est. Return

WFG Advisors's LEMB Position: Q1 2014 in Review

WFG Advisors sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q1 2014, closing a stake of 134 shares — an estimated $7K sold.

WFG Advisors first reported a position in LEMB in Q2 2013 and held it in 3 quarters. The position peaked at $7K in Q4 2013. 30 funds tracked by Wall St. Rank hold LEMB as of Q1 2014.

  • WFG Advisors reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 134 iShares JPMorgan EM Local Currency Bond ETF shares in Q1 2014, an estimated $7K.
  • WFG Advisors first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's iShares JPMorgan EM Local Currency Bond ETF position peaked at $7K in Q4 2013.
  • 30 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.