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

TAIM

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCA

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CSIA

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lenox Wealth Management's EMLC Position: Q2 2020 in Review

Lenox Wealth Management held its VanEck JP Morgan EM Local Currency Bond ETF (EMLC) position steady in Q2 2020 at 68 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Lenox Wealth Management first reported a position in EMLC in Q3 2018 and has held it in 8 quarters since. The position peaked at $8K in Q4 2018. 194 funds tracked by Wall St. Rank hold EMLC as of Q2 2020.

Lenox Wealth Management held 68 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $2K as of Q2 2020.
Lenox Wealth Management left its VanEck JP Morgan EM Local Currency Bond ETF share count unchanged in Q2 2020.
VanEck JP Morgan EM Local Currency Bond ETF made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #637 holding.
Lenox Wealth Management first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q3 2018 and has held it in 8 quarters since.
Lenox Wealth Management's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $8K in Q4 2018.
194 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.