Empirical Finance’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Empirical Finance’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
2017 Q4	–	Sell	-5,500	Closed	-$212K	–	117
2017 Q3	$212K	Hold	5,500	–	–	0.07%	132
2017 Q2	$208K	Hold	5,500	–	–	0.08%	116
2017 Q1	$203K	Buy	5,500 +2,732	+99%	+$98.9K	0.09%	84
2016 Q4	$98K	Buy	+2,768	New	+$99.9K	0.07%	85

Other funds holding EMLC

CSIA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

TAIM

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

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

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

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

OAC

OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return

PCA

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

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

Empirical Finance's EMLC Position: Q4 2017 in Review

Empirical Finance sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q4 2017, closing a stake of 5,500 shares — an estimated $212K sold.

Empirical Finance first reported a position in EMLC in Q4 2016 and held it in 4 quarters. The position peaked at $212K in Q3 2017. 172 funds tracked by Wall St. Rank hold EMLC as of Q4 2017.

Empirical Finance reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q4 2017 after selling out during the quarter.
Empirical Finance sold 5,500 VanEck JP Morgan EM Local Currency Bond ETF shares in Q4 2017, an estimated $212K.
Empirical Finance first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2016 and held it in 4 quarters.
Empirical Finance's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $212K in Q3 2017.
172 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q4 2017.

Based on Empirical Finance's 13F filing for Q4 2017, filed 1 Feb 2018.