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Financial Advocates Investment Management’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Financial Advocates Investment 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
2018
Q3 		– Sell
-11,543
Closed -$389K – 509
2018
Q2 		$389K Sell
11,543
-144
-1% -$5.23K 0.05% 313
2018
Q1 		$458K Buy
11,687
+1,409
+14% +$54.8K 0.06% 270
2017
Q4 		$391K Buy
+10,278
New +$386K 0.05% 299

Other funds holding EMLC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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 $9.42B AUM 17.63% 1-Year Est. Return

Financial Advocates Investment Management's EMLC Position: Q3 2018 in Review

Financial Advocates Investment Management sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q3 2018, closing a stake of 11,543 shares — an estimated $389K sold.

Financial Advocates Investment Management first reported a position in EMLC in Q4 2017 and held it in 3 quarters. The position peaked at $458K in Q1 2018. 191 funds tracked by Wall St. Rank hold EMLC as of Q3 2018.

  • Financial Advocates Investment Management reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 11,543 VanEck JP Morgan EM Local Currency Bond ETF shares in Q3 2018, an estimated $389K.
  • Financial Advocates Investment Management first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2017 and held it in 3 quarters.
  • Financial Advocates Investment Management's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $458K in Q1 2018.
  • 191 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q3 2018.

Based on Financial Advocates Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.