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Legacy Private Trust’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Legacy Private Trust’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
Q1 		– Sell
-23,258
Closed -$791K – 208
2019
Q4 		$791K Sell
23,258
-1,242
-5% -$41.6K 0.08% 149
2019
Q3 		$808K Sell
24,500
-6,701
-21% -$227K 0.09% 146
2019
Q2 		$1.08M Sell
31,201
-33,478
-52% -$1.12M 0.12% 131
2019
Q1 		$2.16M Sell
64,679
-135,347
-68% -$4.59M 0.26% 91
2018
Q4 		$6.6M Sell
200,026
-7,143
-3% -$233K 0.85% 32
2018
Q3 		$6.82M Sell
207,169
-47,128
-19% -$1.57M 0.77% 38
2018
Q2 		$8.66M Sell
254,297
-118,127
-32% -$4.29M 1.03% 25
2018
Q1 		$14.6M Buy
372,424
+197,397
+113% +$7.68M 1.71% 14
2017
Q4 		$6.64M Buy
175,027
+55,401
+46% +$2.08M 0.78% 30
2017
Q3 		$4.59M Buy
+119,626
New +$4.59M 0.56% 44

Other funds holding EMLC

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return