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

Lenox 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 Q2	$2K	Hold	68	–	–	﹤0.01%	637
2020 Q1	$1K	Sell	68 -2	-3%	-$64	﹤0.01%	659
2019 Q4	$2K	Sell	70 -10	-13%	-$335	﹤0.01%	641
2019 Q3	$2K	Buy	80 +24	+43%	+$812	﹤0.01%	625
2019 Q2	$1K	Sell	56 -24	-30%	-$802	﹤0.01%	643
2019 Q1	$3K	Sell	80 -77	-49%	-$2.61K	﹤0.01%	577
2018 Q4	$8K	Buy	157 +149	+1,863%	+$4.87K	﹤0.01%	414
2018 Q3	$1K	Buy	+8	New	+$267	﹤0.01%	614

Other funds holding EMLC

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return