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

Global Wealth Management Investment Advisory’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
-64
Closed -$2K – 608
2019
Q4 		$2K Buy
+64
New +$2.14K ﹤0.01% 507

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 $666B AUM 30.12% 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 $108B AUM 26.14% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Wealth Management Investment Advisory's EMLC Position: Q1 2020 in Review

Global Wealth Management Investment Advisory sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q1 2020, closing a stake of 64 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in EMLC in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 211 funds tracked by Wall St. Rank hold EMLC as of Q1 2020.

  • Global Wealth Management Investment Advisory reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 64 VanEck JP Morgan EM Local Currency Bond ETF shares in Q1 2020, an estimated $2K.
  • Global Wealth Management Investment Advisory first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2019 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $2K in Q4 2019.
  • 211 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q1 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2020, filed 14 May 2020.