HC Financial Advisors’s State Street DoubleLine Emerging Markets Fixed Income ETF EMTL Stock Holding History

HC Financial Advisors’s Portfolio EMTL Stock Details EMTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-330	Closed	-$16K	–	360
2020 Q3	$16K	Hold	330	–	–	0.01%	200
2020 Q2	$16K	Sell	330 -2,900	-90%	-$137K	0.01%	191
2020 Q1	$147K	Buy	+3,230	New	+$163K	0.13%	70

Other funds holding EMTL

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SSC

Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

HC Financial Advisors's EMTL Position: Q4 2020 in Review

HC Financial Advisors sold out of State Street DoubleLine Emerging Markets Fixed Income ETF (EMTL) in Q4 2020, closing a stake of 330 shares — an estimated $16K sold.

HC Financial Advisors first reported a position in EMTL in Q1 2020 and held it in 3 quarters. The position peaked at $147K in Q1 2020. 28 funds tracked by Wall St. Rank hold EMTL as of Q4 2020.

HC Financial Advisors reported no remaining State Street DoubleLine Emerging Markets Fixed Income ETF position as of Q4 2020 after selling out during the quarter.
HC Financial Advisors sold 330 State Street DoubleLine Emerging Markets Fixed Income ETF shares in Q4 2020, an estimated $16K.
HC Financial Advisors first reported a position in State Street DoubleLine Emerging Markets Fixed Income ETF in Q1 2020 and held it in 3 quarters.
HC Financial Advisors's State Street DoubleLine Emerging Markets Fixed Income ETF position peaked at $147K in Q1 2020.
28 funds tracked by Wall St. Rank held State Street DoubleLine Emerging Markets Fixed Income ETF as of Q4 2020.

Based on HC Financial Advisors's 13F filing for Q4 2020, filed 26 Jan 2021.