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Whitegate Investment Counselors’s iShares JPMorgan EM Local Currency Bond ETF LEMB Stock Holding History

Whitegate Investment Counselors’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
2018
Q3 		– Sell
-10,000
Closed -$444K – 184
2018
Q2 		$444K Buy
+10,000
New +$471K 0.09% 137

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OMC
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Mirae Asset Global Investments
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Whitegate Investment Counselors's LEMB Position: Q3 2018 in Review

Whitegate Investment Counselors sold out of iShares JPMorgan EM Local Currency Bond ETF (LEMB) in Q3 2018, closing a stake of 10,000 shares — an estimated $444K sold.

Whitegate Investment Counselors first reported a position in LEMB in Q2 2018 and held it in 1 quarter. The position peaked at $444K in Q2 2018. 63 funds tracked by Wall St. Rank hold LEMB as of Q3 2018.

  • Whitegate Investment Counselors reported no remaining iShares JPMorgan EM Local Currency Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Whitegate Investment Counselors sold 10,000 iShares JPMorgan EM Local Currency Bond ETF shares in Q3 2018, an estimated $444K.
  • Whitegate Investment Counselors first reported a position in iShares JPMorgan EM Local Currency Bond ETF in Q2 2018 and held it in 1 quarter.
  • Whitegate Investment Counselors's iShares JPMorgan EM Local Currency Bond ETF position peaked at $444K in Q2 2018.
  • 63 funds tracked by Wall St. Rank held iShares JPMorgan EM Local Currency Bond ETF as of Q3 2018.

Based on Whitegate Investment Counselors's 13F filing for Q3 2018, filed 24 Oct 2018.