IWP
EMLC icon

Icon Wealth Partners’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Icon Wealth 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
Q1 		– Sell
-338
Closed -$13K – 392
2017
Q4 		$13K Buy
+338
New +$12.7K 0.01% 678

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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Icon Wealth Partners's EMLC Position: Q1 2018 in Review

Icon Wealth Partners sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q1 2018, closing a stake of 338 shares — an estimated $13K sold.

Icon Wealth Partners first reported a position in EMLC in Q4 2017 and held it in 1 quarter. The position peaked at $13K in Q4 2017. 197 funds tracked by Wall St. Rank hold EMLC as of Q1 2018.

  • Icon Wealth Partners reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 338 VanEck JP Morgan EM Local Currency Bond ETF shares in Q1 2018, an estimated $13K.
  • Icon Wealth Partners first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2017 and held it in 1 quarter.
  • Icon Wealth Partners's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $13K in Q4 2017.
  • 197 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q1 2018.

Based on Icon Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.