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

Gupta 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
2015
Q2 		– Sell
-301
Closed -$12K – 1273
2015
Q1 		$12K Buy
+301
New +$12.4K ﹤0.01% 716

Other funds holding EMLC

MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Gupta Wealth Management's EMLC Position: Q2 2015 in Review

Gupta Wealth Management sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q2 2015, closing a stake of 301 shares — an estimated $12K sold.

Gupta Wealth Management first reported a position in EMLC in Q1 2015 and held it in 1 quarter. The position peaked at $12K in Q1 2015. 66 funds tracked by Wall St. Rank hold EMLC as of Q2 2015.

  • Gupta Wealth Management reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 301 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2015, an estimated $12K.
  • Gupta Wealth Management first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $12K in Q1 2015.
  • 66 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.