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

Jeppson 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
2020
Q4 		– Sell
-300
Closed -$9K – 219
2020
Q3 		$9K Buy
+300
New +$9.38K 0.01% 395

Other funds holding EMLC

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jeppson Wealth Management's EMLC Position: Q4 2020 in Review

Jeppson Wealth Management sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q4 2020, closing a stake of 300 shares — an estimated $9K sold.

Jeppson Wealth Management first reported a position in EMLC in Q3 2020 and held it in 1 quarter. The position peaked at $9K in Q3 2020. 223 funds tracked by Wall St. Rank hold EMLC as of Q4 2020.

  • Jeppson Wealth Management reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 300 VanEck JP Morgan EM Local Currency Bond ETF shares in Q4 2020, an estimated $9K.
  • Jeppson Wealth Management first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $9K in Q3 2020.
  • 223 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.