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YorkBridge Wealth Partners’s iShares JPMorgan EM High Yield Bond ETF EMHY Stock Holding History

YorkBridge Wealth Partners’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
2018
Q4 		– Sell
-40
Closed -$2K – 745
2018
Q3 		$2K Hold
40
– – ﹤0.01% 702
2018
Q2 		$2K Hold
40
– – ﹤0.01% 774
2018
Q1 		$2K Hold
40
– – ﹤0.01% 769
2017
Q4 		$2K Buy
40
+26
+186% +$1.31K ﹤0.01% 792
2017
Q3 		$1K Buy
+14
New +$707 ﹤0.01% 838

Other funds holding EMHY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

YorkBridge Wealth Partners's EMHY Position: Q4 2018 in Review

YorkBridge Wealth Partners sold out of iShares JPMorgan EM High Yield Bond ETF (EMHY) in Q4 2018, closing a stake of 40 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in EMHY in Q3 2017 and held it in 5 quarters. The position peaked at $2K in Q3 2018. 70 funds tracked by Wall St. Rank hold EMHY as of Q4 2018.

  • YorkBridge Wealth Partners reported no remaining iShares JPMorgan EM High Yield Bond ETF position as of Q4 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 40 iShares JPMorgan EM High Yield Bond ETF shares in Q4 2018, an estimated $2K.
  • YorkBridge Wealth Partners first reported a position in iShares JPMorgan EM High Yield Bond ETF in Q3 2017 and held it in 5 quarters.
  • YorkBridge Wealth Partners's iShares JPMorgan EM High Yield Bond ETF position peaked at $2K in Q3 2018.
  • 70 funds tracked by Wall St. Rank held iShares JPMorgan EM High Yield Bond ETF as of Q4 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.