AIM
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Advantage Investment Management’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Advantage Investment Management’s Portfolio EMLC Stock Details EMLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,999
Closed -$69K – 866
2015
Q3 		$69K Sell
1,999
-630
-24% -$23.1K 0.04% 270
2015
Q2 		$103K Sell
2,629
-364
-12% -$14.7K 0.05% 238
2015
Q1 		$120K Buy
2,993
+523
+21% +$21.6K 0.07% 204
2014
Q4 		$105K Buy
+2,470
New +$110K 0.08% 205

Other funds holding EMLC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Advantage Investment Management's EMLC Position: Q4 2015 in Review

Advantage Investment Management sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q4 2015, closing a stake of 1,999 shares — an estimated $69K sold.

Advantage Investment Management first reported a position in EMLC in Q4 2014 and held it in 4 quarters. The position peaked at $120K in Q1 2015. 78 funds tracked by Wall St. Rank hold EMLC as of Q4 2015.

  • Advantage Investment Management reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Advantage Investment Management sold 1,999 VanEck JP Morgan EM Local Currency Bond ETF shares in Q4 2015, an estimated $69K.
  • Advantage Investment Management first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2014 and held it in 4 quarters.
  • Advantage Investment Management's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $120K in Q1 2015.
  • 78 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q4 2015.

Based on Advantage Investment Management's 13F filing for Q4 2015, filed 27 Mar 2017.