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Lenox Wealth Advisors’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Lenox Wealth Advisors’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
2021
Q4 		– Sell
-8
Closed – – 971
2021
Q3 		$0 Sell
8
-3
-27% -$92 ﹤0.01% 734
2021
Q2 		$0 Sell
11
-481
-98% -$15.1K ﹤0.01% 724
2021
Q1 		$15K Buy
492
+481
+4,373% +$15.4K ﹤0.01% 355
2020
Q4 		$0 Hold
11
– – ﹤0.01% 631
2020
Q3 		$0 Hold
11
– – ﹤0.01% 593
2020
Q2 		$0 Hold
11
– – ﹤0.01% 647
2020
Q1 		$0 Buy
+11
New +$354 ﹤0.01% 815

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 $108B AUM 26.14% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
WAMC
Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lenox Wealth Advisors's EMLC Position: Q4 2021 in Review

Lenox Wealth Advisors sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q4 2021, closing a stake of 8 shares.

Lenox Wealth Advisors first reported a position in EMLC in Q1 2020 and held it in 7 quarters. The position peaked at $15K in Q1 2021. 226 funds tracked by Wall St. Rank hold EMLC as of Q4 2021.

  • Lenox Wealth Advisors reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 8 VanEck JP Morgan EM Local Currency Bond ETF shares in Q4 2021.
  • Lenox Wealth Advisors first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q1 2020 and held it in 7 quarters.
  • Lenox Wealth Advisors's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $15K in Q1 2021.
  • 226 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q4 2021.

Based on Lenox Wealth Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.