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LifePlan Financial Group’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

LifePlan Financial Group’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
2019
Q4 		– Sell
-331
Closed -$11K – 559
2019
Q3 		$11K Buy
+331
New +$11.2K 0.01% 403

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LifePlan Financial Group's EMLC Position: Q4 2019 in Review

LifePlan Financial Group sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q4 2019, closing a stake of 331 shares — an estimated $11K sold.

LifePlan Financial Group first reported a position in EMLC in Q3 2019 and held it in 1 quarter. The position peaked at $11K in Q3 2019. 245 funds tracked by Wall St. Rank hold EMLC as of Q4 2019.

  • LifePlan Financial Group reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q4 2019 after selling out during the quarter.
  • LifePlan Financial Group sold 331 VanEck JP Morgan EM Local Currency Bond ETF shares in Q4 2019, an estimated $11K.
  • LifePlan Financial Group first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q3 2019 and held it in 1 quarter.
  • LifePlan Financial Group's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $11K in Q3 2019.
  • 245 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q4 2019.

Based on LifePlan Financial Group's 13F filing for Q4 2019, filed 9 Jan 2020.