APP
EMLC icon

Avantax Planning Partners’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-197
Closed -$6K – 531
2018
Q3 		$6K Buy
+197
New +$6.57K ﹤0.01% 1019
2018
Q2 		– Sell
-210
Closed -$8K – 572
2018
Q1 		$8K Buy
+210
New +$8.17K ﹤0.01% 1149

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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
UBS Group
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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Avantax Planning Partners's EMLC Position: Q4 2018 in Review

Avantax Planning Partners sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q4 2018, closing a stake of 197 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in EMLC in Q1 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 215 funds tracked by Wall St. Rank hold EMLC as of Q4 2018.

  • Avantax Planning Partners reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 197 VanEck JP Morgan EM Local Currency Bond ETF shares in Q4 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $8K in Q1 2018.
  • 215 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q4 2018.

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