Archford Capital Strategies’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Archford Capital Strategies’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
2019 Q3	–	Sell	-77	Closed	-$3K	–	309
2019 Q2	$3K	Hold	77	–	–	﹤0.01%	499
2019 Q1	$3K	Hold	77	–	–	﹤0.01%	467
2018 Q4	$3K	Sell	77 -1	-1%	-$33	﹤0.01%	437
2018 Q3	$3K	Hold	78	–	–	﹤0.01%	469
2018 Q2	$3K	Hold	78	–	–	﹤0.01%	528
2018 Q1	$3K	Buy	+78	New	+$3.04K	﹤0.01%	454
2017 Q2	–	Sell	-78	Closed	-$3K	–	316
2017 Q1	$3K	Sell	78 -69	-47%	-$2.5K	﹤0.01%	537
2016 Q4	$5K	Buy	147 +26	+21%	+$938	﹤0.01%	411
2016 Q3	$4K	Hold	121	–	–	﹤0.01%	430
2016 Q2	$5K	Buy	+121	New	+$4.45K	﹤0.01%	488
2016 Q1	–	Sell	-79	Closed	-$3K	–	297
2015 Q4	$3K	Hold	79	–	–	﹤0.01%	659
2015 Q3	$3K	Sell	79 -68	-46%	-$2.5K	﹤0.01%	528
2015 Q2	$6K	Buy	147 +10	+7%	+$403	﹤0.01%	354
2015 Q1	$5.49K	Buy	137 +37	+37%	+$1.53K	﹤0.01%	377
2014 Q4	$4K	Hold	100	–	–	﹤0.01%	408
2014 Q3	$5K	Hold	100	–	–	﹤0.01%	396
2014 Q2	$4.83K	Sell	100 -46	-32%	-$2.21K	﹤0.01%	509
2014 Q1	$6.86K	Buy	+146	New	+$6.72K	0.01%	488

Other funds holding EMLC

TAIM

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

OAC

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

CSIA

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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PCA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Archford Capital Strategies's EMLC Position: Q3 2019 in Review

Archford Capital Strategies sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q3 2019, closing a stake of 77 shares — an estimated $3K sold.

Archford Capital Strategies first reported a position in EMLC in Q1 2014 and held it in 18 quarters. The position peaked at $6.86K in Q1 2014. 231 funds tracked by Wall St. Rank hold EMLC as of Q3 2019.

Archford Capital Strategies reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 77 VanEck JP Morgan EM Local Currency Bond ETF shares in Q3 2019, an estimated $3K.
Archford Capital Strategies first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q1 2014 and held it in 18 quarters.
Archford Capital Strategies's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $6.86K in Q1 2014.
231 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.