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Cary Street Partners Investment Advisory’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-68
Closed -$1.62K – 946
2023
Q3 		$1.62K Buy
+68
New +$1.7K ﹤0.01% 1689

Other funds holding EMLC

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Cary Street Partners Investment Advisory's EMLC Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q4 2023, closing a stake of 68 shares — an estimated $1.62K sold.

Cary Street Partners Investment Advisory first reported a position in EMLC in Q3 2023 and held it in 1 quarter. The position peaked at $1.62K in Q3 2023. 268 funds tracked by Wall St. Rank hold EMLC as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 68 VanEck JP Morgan EM Local Currency Bond ETF shares in Q4 2023, an estimated $1.62K.
  • Cary Street Partners Investment Advisory first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $1.62K in Q3 2023.
  • 268 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.