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Fiduciary Planning’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Fiduciary Planning’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
-10,557
Closed -$357K – 51
2019
Q4 		$357K Buy
+10,557
New +$354K 0.33% 43

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

Fiduciary Planning's EMLC Position: Q1 2020 in Review

Fiduciary Planning sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q1 2020, closing a stake of 10,557 shares — an estimated $357K sold.

Fiduciary Planning first reported a position in EMLC in Q4 2019 and held it in 1 quarter. The position peaked at $357K in Q4 2019. 210 funds tracked by Wall St. Rank hold EMLC as of Q1 2020.

  • Fiduciary Planning reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Fiduciary Planning sold 10,557 VanEck JP Morgan EM Local Currency Bond ETF shares in Q1 2020, an estimated $357K.
  • Fiduciary Planning first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2019 and held it in 1 quarter.
  • Fiduciary Planning's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $357K in Q4 2019.
  • 210 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q1 2020.

Based on Fiduciary Planning's 13F filing for Q1 2020, filed 8 May 2020.