HFP
EMLC icon

Holistic Financial Partners’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Holistic Financial Partners’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
Q2 		– Sell
-1,671
Closed -$65K – 136
2018
Q1 		$65K Hold
1,671
– – 0.05% 163
2017
Q4 		$63K Buy
+1,671
New +$62.7K 0.05% 163

Other funds holding EMLC

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 $1.55T AUM 33.47% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Holistic Financial Partners's EMLC Position: Q2 2018 in Review

Holistic Financial Partners sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q2 2018, closing a stake of 1,671 shares — an estimated $65K sold.

Holistic Financial Partners first reported a position in EMLC in Q4 2017 and held it in 2 quarters. The position peaked at $65K in Q1 2018. 185 funds tracked by Wall St. Rank hold EMLC as of Q2 2018.

  • Holistic Financial Partners reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 1,671 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2018, an estimated $65K.
  • Holistic Financial Partners first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $65K in Q1 2018.
  • 185 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.