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Atria Investments’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Atria Investments’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
2020
Q2 		– Sell
-47,498
Closed -$1.35M – 598
2020
Q1 		$1.35M Sell
47,498
-31,991
-40% -$1.03M 0.1% 184
2019
Q4 		$2.7M Buy
79,489
+6,622
+9% +$222K 0.07% 237
2019
Q3 		$2.4M Sell
72,867
-3,268
-4% -$111K 0.09% 193
2019
Q2 		$2.55M Buy
76,135
+4,960
+7% +$166K 0.1% 180
2019
Q1 		$2.37M Buy
71,175
+479
+0.7% +$16.3K 0.1% 195
2018
Q4 		$2.33M Sell
70,696
-9,004
-11% -$294K 0.1% 157
2018
Q3 		$2.62M Buy
79,700
+59,437
+293% +$1.98M 0.1% 172
2018
Q2 		$690K Sell
20,263
-15,182
-43% -$551K 0.03% 471
2018
Q1 		$1.39M Buy
35,445
+469
+1% +$18.3K 0.07% 269
2017
Q4 		$1.33M Buy
34,976
+485
+1% +$18.2K 0.07% 273
2017
Q3 		$1.32M Buy
+34,491
New +$1.32M 0.07% 254
2016
Q2 		– Sell
-5,372
Closed -$200K – 479
2016
Q1 		$200K Buy
+5,372
New +$185K 0.02% 417
2014
Q2 		– Sell
-6,136
Closed -$289K – 431
2014
Q1 		$289K Sell
6,136
-954
-13% -$43.9K 0.03% 366
2013
Q4 		$334K Buy
7,090
+162
+2% +$7.84K 0.03% 357
2013
Q3 		$337K Buy
+6,928
New +$335K 0.04% 341

Other funds holding EMLC

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Investments's EMLC Position: Q2 2020 in Review

Atria Investments sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q2 2020, closing a stake of 47,498 shares — an estimated $1.35M sold.

Atria Investments first reported a position in EMLC in Q3 2013 and held it in 15 quarters. The position peaked at $2.7M in Q4 2019. 194 funds tracked by Wall St. Rank hold EMLC as of Q2 2020.

  • Atria Investments reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Atria Investments sold 47,498 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2020, an estimated $1.35M.
  • Atria Investments first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q3 2013 and held it in 15 quarters.
  • Atria Investments's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $2.7M in Q4 2019.
  • 194 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2020.

Based on Atria Investments's 13F filing for Q2 2020, filed 13 Aug 2020.