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Parcion Private Wealth’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Parcion Private Wealth’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
2022
Q4 		– Sell
-34,818
Closed -$794K – 202
2022
Q3 		$794K Sell
34,818
-506,572
-94% -$12.1M 0.09% 121
2022
Q2 		$12.9M Buy
+541,390
New +$13.7M 1.27% 24

Other funds holding EMLC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
WAMC
Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Parcion Private Wealth's EMLC Position: Q4 2022 in Review

Parcion Private Wealth sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q4 2022, closing a stake of 34,818 shares — an estimated $794K sold.

Parcion Private Wealth first reported a position in EMLC in Q2 2022 and held it in 2 quarters. The position peaked at $12.9M in Q2 2022. 226 funds tracked by Wall St. Rank hold EMLC as of Q4 2022.

  • Parcion Private Wealth reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Parcion Private Wealth sold 34,818 VanEck JP Morgan EM Local Currency Bond ETF shares in Q4 2022, an estimated $794K.
  • Parcion Private Wealth first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q2 2022 and held it in 2 quarters.
  • Parcion Private Wealth's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $12.9M in Q2 2022.
  • 226 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q4 2022.

Based on Parcion Private Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.