Winslow Evans & Crocker’s Western Asset Emerging Markets 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
2016 Q1	–	Sell	-450	Closed	-$4.38K	–	1378
2015 Q4	$4.38K	Sell	450 -10,790	-96%	-$106K	﹤0.01%	1091
2015 Q3	$107K	Sell	11,240 -240	-2%	-$2.44K	0.03%	377
2015 Q2	$123K	Sell	11,480 -860	-7%	-$9.6K	0.03%	386
2015 Q1	$137K	Hold	12,340	–	–	0.04%	361
2014 Q4	$135K	Sell	12,340 -620	-5%	-$7.21K	0.04%	355
2014 Q3	$156K	Hold	12,960	–	–	0.04%	343
2014 Q2	$168K	Sell	12,960 -370	-3%	-$4.72K	0.06%	285
2014 Q1	$164K	Buy	13,330 +12,630	+1,804%	+$151K	0.06%	286
2013 Q4	$8K	Buy	+700	New	+$8.48K	﹤0.01%	1016

Other funds holding EMD

SCM

Saba Capital Management New York $3.62B AUM 13% 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

RCM

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

AAM

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

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Winslow Evans & Crocker's EMD Position: Q1 2016 in Review

Winslow Evans & Crocker sold out of Western Asset Emerging Markets (EMD) in Q1 2016, closing a stake of 450 shares — an estimated $4.38K sold.

Winslow Evans & Crocker first reported a position in EMD in Q4 2013 and held it in 9 quarters. The position peaked at $168K in Q2 2014. 50 funds tracked by Wall St. Rank hold EMD as of Q1 2016.

Winslow Evans & Crocker reported no remaining Western Asset Emerging Markets position as of Q1 2016 after selling out during the quarter.
Winslow Evans & Crocker sold 450 Western Asset Emerging Markets shares in Q1 2016, an estimated $4.38K.
Winslow Evans & Crocker first reported a position in Western Asset Emerging Markets in Q4 2013 and held it in 9 quarters.
Winslow Evans & Crocker's Western Asset Emerging Markets position peaked at $168K in Q2 2014.
50 funds tracked by Wall St. Rank held Western Asset Emerging Markets as of Q1 2016.

Based on Winslow Evans & Crocker's 13F filing for Q1 2016, filed 20 Apr 2016.