FWM
EMLC icon

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

FFT 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
2020
Q1 		– Sell
-8,994
Closed -$306K – 35
2019
Q4 		$306K Sell
8,994
-131,586
-94% -$4.41M 0.08% 35
2019
Q3 		$4.64M Sell
140,580
-43,010
-23% -$1.46M 1.4% 17
2019
Q2 		$6.37M Sell
183,590
-2,953
-2% -$98.6K 2.42% 15
2019
Q1 		$6.22M Sell
186,543
-39,480
-17% -$1.34M 2.34% 15
2018
Q4 		$7.46M Buy
226,023
+7,002
+3% +$229K 3.25% 10
2018
Q3 		$7.21M Buy
219,021
+8,389
+4% +$280K 2.65% 13
2018
Q2 		$7.17M Buy
210,632
+2,454
+1% +$89.1K 2.65% 13
2018
Q1 		$8.16M Buy
208,178
+2,753
+1% +$107K 3.2% 11
2017
Q4 		$7.8M Buy
205,425
+908
+0.4% +$34.1K 2.99% 12
2017
Q3 		$7.85M Sell
204,517
-2,652
-1% -$102K 3.34% 11
2017
Q2 		$7.83M Sell
207,169
-1,165
-0.6% -$43.7K 2.5% 13
2017
Q1 		$7.71M Sell
208,334
-182,153
-47% -$6.59M 2.45% 12
2016
Q4 		$13.7M Buy
390,487
+188,137
+93% +$6.79M 3.17% 10
2016
Q3 		$7.71M Sell
202,350
-1,235
-0.6% -$46.8K 3.26% 10
2016
Q2 		$7.56M Sell
203,585
-5,817
-3% -$214K 2.98% 10
2016
Q1 		$7.79M Buy
209,402
+173,650
+486% +$5.99M 3.38% 9
2015
Q4 		$1.22M Buy
+35,752
New +$1.26M 0.98% 20

Other funds holding EMLC

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
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
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FFT Wealth Management's EMLC Position: Q1 2020 in Review

FFT Wealth Management sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q1 2020, closing a stake of 8,994 shares — an estimated $306K sold.

FFT Wealth Management first reported a position in EMLC in Q4 2015 and held it in 17 quarters. The position peaked at $13.7M in Q4 2016. 210 funds tracked by Wall St. Rank hold EMLC as of Q1 2020.

  • FFT Wealth Management reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q1 2020 after selling out during the quarter.
  • FFT Wealth Management sold 8,994 VanEck JP Morgan EM Local Currency Bond ETF shares in Q1 2020, an estimated $306K.
  • FFT Wealth Management first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2015 and held it in 17 quarters.
  • FFT Wealth Management's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $13.7M in Q4 2016.
  • 210 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q1 2020.

Based on FFT Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.