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Capital Wealth Planning’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Capital Wealth Planning’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
-17,642
Closed -$612K – 273
2019
Q2 		$612K Buy
+17,642
New +$589K 0.04% 115

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Citigroup
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Capital Wealth Planning's EMLC Position: Q3 2019 in Review

Capital Wealth Planning sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q3 2019, closing a stake of 17,642 shares — an estimated $612K sold.

Capital Wealth Planning first reported a position in EMLC in Q2 2019 and held it in 1 quarter. The position peaked at $612K in Q2 2019. 231 funds tracked by Wall St. Rank hold EMLC as of Q3 2019.

  • Capital Wealth Planning reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Capital Wealth Planning sold 17,642 VanEck JP Morgan EM Local Currency Bond ETF shares in Q3 2019, an estimated $612K.
  • Capital Wealth Planning first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q2 2019 and held it in 1 quarter.
  • Capital Wealth Planning's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $612K in Q2 2019.
  • 231 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q3 2019.

Based on Capital Wealth Planning's 13F filing for Q3 2019, filed 12 Nov 2019.