Winslow Evans & Crocker’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Winslow Evans & Crocker’s Portfolio EMD Stock Details EMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-200	Closed	-$3.15K	–	1285
2014 Q4	$3.15K	Hold	200	–	–	﹤0.01%	1135
2014 Q3	$3.42K	Sell	200 -375	-65%	-$6.77K	﹤0.01%	1177
2014 Q2	$10.6K	Hold	575	–	–	﹤0.01%	836
2014 Q1	$10K	Sell	575 -250	-30%	-$4.26K	﹤0.01%	846
2013 Q4	$14K	Buy	+825	New	+$14.3K	﹤0.01%	803

Other funds holding EMD

BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

PMLI

Penn Mutual Life Insurance Horsham, Pennsylvania $125M AUM 9.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Winslow Evans & Crocker's EMD Position: Q1 2015 in Review

Winslow Evans & Crocker sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q1 2015, closing a stake of 200 shares — an estimated $3.15K sold.

Winslow Evans & Crocker first reported a position in EMD in Q4 2013 and held it in 5 quarters. The position peaked at $14K in Q4 2013. 66 funds tracked by Wall St. Rank hold EMD as of Q1 2015.

Winslow Evans & Crocker reported no remaining Western Asset Emerging Markets Debt Fund position as of Q1 2015 after selling out during the quarter.
Winslow Evans & Crocker sold 200 Western Asset Emerging Markets Debt Fund shares in Q1 2015, an estimated $3.15K.
Winslow Evans & Crocker first reported a position in Western Asset Emerging Markets Debt Fund in Q4 2013 and held it in 5 quarters.
Winslow Evans & Crocker's Western Asset Emerging Markets Debt Fund position peaked at $14K in Q4 2013.
66 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q1 2015.

Based on Winslow Evans & Crocker's 13F filing for Q1 2015, filed 14 Apr 2015.