LGWM
EMLC icon

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

Litman Gregory 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
2014
Q3 		$318K Hold
6,984
– – 0.43% 11
2014
Q2 		$339K Sell
6,984
-42,788
-86% -$2.05M 0.61% 11
2014
Q1 		$2.35M Sell
49,772
-52,158
-51% -$2.4M 2.82% 8
2013
Q4 		$4.8M Buy
+101,930
New +$4.93M 5.92% 6

Other funds holding EMLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Litman Gregory Wealth Management's EMLC Position: Q3 2014 in Review

Litman Gregory Wealth Management held its VanEck JP Morgan EM Local Currency Bond ETF (EMLC) position steady in Q3 2014 at 6,984 shares worth $318K. The position accounts for 0.43% of the portfolio, ranked #11.

Litman Gregory Wealth Management first reported a position in EMLC in Q4 2013 and has held it in 4 quarters since. The position peaked at $4.8M in Q4 2013. 82 funds tracked by Wall St. Rank hold EMLC as of Q3 2014.

  • Litman Gregory Wealth Management held 6,984 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $318K as of Q3 2014.
  • Litman Gregory Wealth Management left its VanEck JP Morgan EM Local Currency Bond ETF share count unchanged in Q3 2014.
  • VanEck JP Morgan EM Local Currency Bond ETF made up 0.43% of Litman Gregory Wealth Management's portfolio in Q3 2014, its #11 holding.
  • Litman Gregory Wealth Management first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2013 and has held it in 4 quarters since.
  • Litman Gregory Wealth Management's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $4.8M in Q4 2013.
  • 82 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q3 2014.

Based on Litman Gregory Wealth Management's 13F filing for Q3 2014, filed 12 Nov 2014.