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

Catamount 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
2019
Q1 		– Sell
-14
Closed – – 194
2018
Q4 		$0 Buy
+14
New +$457 ﹤0.01% 208

Other funds holding EMLC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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 $8.42B AUM 14.36% 1-Year Est. Return

Catamount Wealth Management's EMLC Position: Q1 2019 in Review

Catamount Wealth Management sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q1 2019, closing a stake of 14 shares.

Catamount Wealth Management first reported a position in EMLC in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 235 funds tracked by Wall St. Rank hold EMLC as of Q1 2019.

  • Catamount Wealth Management reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Catamount Wealth Management sold 14 VanEck JP Morgan EM Local Currency Bond ETF shares in Q1 2019.
  • Catamount Wealth Management first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2018 and held it in 1 quarter.
  • Catamount Wealth Management's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $0 in Q4 2018.
  • 235 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.