WEC
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Winslow Evans & Crocker’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

Winslow Evans & Crocker’s Portfolio EMHY Stock Details EMHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-200
Closed -$10K – 1145
2017
Q2 		$10K Buy
+200
New +$10.1K ﹤0.01% 914

Other funds holding EMHY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Winslow Evans & Crocker's EMHY Position: Q3 2017 in Review

Winslow Evans & Crocker sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q3 2017, closing a stake of 200 shares — an estimated $10K sold.

Winslow Evans & Crocker first reported a position in EMHY in Q2 2017 and held it in 1 quarter. The position peaked at $10K in Q2 2017. 57 funds tracked by Wall St. Rank hold EMHY as of Q3 2017.

  • Winslow Evans & Crocker reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Winslow Evans & Crocker sold 200 iShares JPMorgan EM High Yield Bond ETF shares in Q3 2017, an estimated $10K.
  • Winslow Evans & Crocker first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q2 2017 and held it in 1 quarter.
  • Winslow Evans & Crocker's iShares JPMorgan EM High Yield Bond ETF position peaked at $10K in Q2 2017.
  • 57 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q3 2017.

Based on Winslow Evans & Crocker's 13F filing for Q3 2017, filed 19 Oct 2017.