Altium Wealth Management’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Altium Wealth 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
2018 Q3	–	Sell	-13,851	Closed	-$471K	–	308
2018 Q2	$471K	Buy	13,851 +6,325	+84%	+$230K	0.13%	123
2018 Q1	$295K	Sell	7,526 -243	-3%	-$9.46K	0.12%	127
2017 Q4	$296K	Buy	+7,769	New	+$292K	0.14%	123

Other funds holding EMLC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Altium Wealth Management's EMLC Position: Q3 2018 in Review

Altium Wealth Management sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q3 2018, closing a stake of 13,851 shares — an estimated $471K sold.

Altium Wealth Management first reported a position in EMLC in Q4 2017 and held it in 3 quarters. The position peaked at $471K in Q2 2018. 190 funds tracked by Wall St. Rank hold EMLC as of Q3 2018.

Altium Wealth Management reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q3 2018 after selling out during the quarter.
Altium Wealth Management sold 13,851 VanEck JP Morgan EM Local Currency Bond ETF shares in Q3 2018, an estimated $471K.
Altium Wealth Management first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2017 and held it in 3 quarters.
Altium Wealth Management's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $471K in Q2 2018.
190 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q3 2018.

Based on Altium Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.