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

Baystate 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
2021
Q4 		– Sell
-98
Closed -$3K – 896
2021
Q3 		$3K Buy
98
+63
+180% +$1.94K ﹤0.01% 645
2021
Q2 		$1K Buy
+35
New +$1.1K ﹤0.01% 715

Other funds holding EMLC

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
WAMC
Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baystate Wealth Management's EMLC Position: Q4 2021 in Review

Baystate Wealth Management sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q4 2021, closing a stake of 98 shares — an estimated $3K sold.

Baystate Wealth Management first reported a position in EMLC in Q2 2021 and held it in 2 quarters. The position peaked at $3K in Q3 2021. 224 funds tracked by Wall St. Rank hold EMLC as of Q4 2021.

  • Baystate Wealth Management reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Baystate Wealth Management sold 98 VanEck JP Morgan EM Local Currency Bond ETF shares in Q4 2021, an estimated $3K.
  • Baystate Wealth Management first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q2 2021 and held it in 2 quarters.
  • Baystate Wealth Management's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $3K in Q3 2021.
  • 224 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q4 2021.

Based on Baystate Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.