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

OTA 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
2020
Q2 		– Sell
-21,794
Closed -$620K – 44
2020
Q1 		$620K Buy
+21,794
New +$702K 0.77% 25
2014
Q1 		– Sell
-7,664
Closed -$360K – 73
2013
Q4 		$360K Buy
+7,664
New +$371K 0.23% 54

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 $113B AUM 34.64% 1-Year Est. Return
UBS Group
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
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
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OTA Financial Group's EMLC Position: Q2 2020 in Review

OTA Financial Group sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q2 2020, closing a stake of 21,794 shares — an estimated $620K sold.

OTA Financial Group first reported a position in EMLC in Q4 2013 and held it in 2 quarters. The position peaked at $620K in Q1 2020. 194 funds tracked by Wall St. Rank hold EMLC as of Q2 2020.

  • OTA Financial Group reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q2 2020 after selling out during the quarter.
  • OTA Financial Group sold 21,794 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2020, an estimated $620K.
  • OTA Financial Group first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2013 and held it in 2 quarters.
  • OTA Financial Group's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $620K in Q1 2020.
  • 194 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2020.

Based on OTA Financial Group's 13F filing for Q2 2020, filed 16 Jul 2020.