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Wharton Business Group’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Wharton Business Group’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
2015
Q2 		– Sell
-67,246
Closed -$2.96M – 140
2015
Q1 		$2.96M Hold
67,246
– – 0.24% 68
2014
Q4 		$3.1M Hold
67,246
– – 0.26% 68
2014
Q3 		$3.27M Hold
67,246
– – 0.29% 70
2014
Q2 		$3.47M Hold
67,246
– – 0.38% 61
2014
Q1 		$3.34M Hold
67,246
– – 0.27% 75
2013
Q4 		$3.28M Buy
67,246
+12,200
+22% +$605K 0.28% 66
2013
Q3 		$2.75M Buy
55,046
+10,231
+23% +$503K 0.23% 74
2013
Q2 		$2.23M Buy
+44,815
New +$2.35M 0.19% 78

Other funds holding LEMB

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Bluefin Capital Management New York $103M AUM 18.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return