D'Orazio & Associates’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

D'Orazio & Associates’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
2020 Q2	–	Sell	-73	Closed	-$2K	–	339
2020 Q1	$2K	Hold	73	–	–	﹤0.01%	293
2019 Q4	$2K	Hold	73	–	–	﹤0.01%	311
2019 Q3	$2K	Buy	+73	New	+$2.47K	﹤0.01%	312
2015 Q4	–	Sell	-113	Closed	-$4K	–	278
2015 Q3	$4K	Hold	113	–	–	﹤0.01%	247
2015 Q2	$5K	Hold	113	–	–	﹤0.01%	201
2015 Q1	$5K	Hold	113	–	–	﹤0.01%	213
2014 Q4	$5K	Hold	113	–	–	﹤0.01%	194
2014 Q3	$5K	Sell	113 -600	-84%	-$28.7K	﹤0.01%	199
2014 Q2	$35K	Hold	713	–	–	0.03%	107
2014 Q1	$34K	Hold	713	–	–	0.03%	105
2013 Q4	$34K	Buy	+713	New	+$34.5K	0.03%	89

Other funds holding EMLC

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

D'Orazio & Associates's EMLC Position: Q2 2020 in Review

D'Orazio & Associates sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q2 2020, closing a stake of 73 shares — an estimated $2K sold.

D'Orazio & Associates first reported a position in EMLC in Q4 2013 and held it in 11 quarters. The position peaked at $35K in Q2 2014. 194 funds tracked by Wall St. Rank hold EMLC as of Q2 2020.

D'Orazio & Associates reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q2 2020 after selling out during the quarter.
D'Orazio & Associates sold 73 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2020, an estimated $2K.
D'Orazio & Associates first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2013 and held it in 11 quarters.
D'Orazio & Associates's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $35K in Q2 2014.
194 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2020.

Based on D'Orazio & Associates's 13F filing for Q2 2020, filed 22 Jul 2020.