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

Parisi Gray 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
2019 Q1	–	Sell	-53	Closed	-$2K	–	538
2018 Q4	$2K	Sell	53 -1	-2%	-$33	﹤0.01%	530
2018 Q3	$2K	Hold	54	–	–	﹤0.01%	541
2018 Q2	$2K	Hold	54	–	–	﹤0.01%	557
2018 Q1	$2K	Buy	54 +31	+135%	+$1.21K	﹤0.01%	563
2017 Q4	$1K	Buy	+23	New	+$863	﹤0.01%	632

Other funds holding EMLC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Parisi Gray Wealth Management's EMLC Position: Q1 2019 in Review

Parisi Gray Wealth Management sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q1 2019, closing a stake of 53 shares — an estimated $2K sold.

Parisi Gray Wealth Management first reported a position in EMLC in Q4 2017 and held it in 5 quarters. The position peaked at $2K in Q4 2018. 234 funds tracked by Wall St. Rank hold EMLC as of Q1 2019.

Parisi Gray Wealth Management reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q1 2019 after selling out during the quarter.
Parisi Gray Wealth Management sold 53 VanEck JP Morgan EM Local Currency Bond ETF shares in Q1 2019, an estimated $2K.
Parisi Gray Wealth Management first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2017 and held it in 5 quarters.
Parisi Gray Wealth Management's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $2K in Q4 2018.
234 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q1 2019.

Based on Parisi Gray Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.