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Mid Atlantic Financial Management’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Mid Atlantic Financial 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 		– Sell
-9,105
Closed -$259K – 755
2020
Q1 		$259K Sell
9,105
-110,760
-92% -$3.57M 0.03% 486
2019
Q4 		$4.08M Buy
+119,865
New +$4.02M 0.38% 60

Other funds holding EMLC

TAIM
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCA
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 $57.2B AUM 35.3% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B 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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mid Atlantic Financial Management's EMLC Position: Q2 2020 in Review

Mid Atlantic Financial Management sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q2 2020, closing a stake of 9,105 shares — an estimated $259K sold.

Mid Atlantic Financial Management first reported a position in EMLC in Q4 2019 and held it in 2 quarters. The position peaked at $4.08M in Q4 2019. 194 funds tracked by Wall St. Rank hold EMLC as of Q2 2020.

  • Mid Atlantic Financial Management reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 9,105 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2020, an estimated $259K.
  • Mid Atlantic Financial Management first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2019 and held it in 2 quarters.
  • Mid Atlantic Financial Management's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $4.08M in Q4 2019.
  • 194 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2020.

Based on Mid Atlantic Financial Management's 13F filing for Q2 2020, filed 6 Aug 2020.