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Regent Peak Wealth Advisors’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Regent Peak Wealth Advisors’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
2021
Q1 		– Sell
-915
Closed -$30K – 391
2020
Q4 		$30K Buy
+915
New +$29.3K 0.01% 383

Other funds holding EMLC

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Regent Peak Wealth Advisors's EMLC Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q1 2021, closing a stake of 915 shares — an estimated $30K sold.

Regent Peak Wealth Advisors first reported a position in EMLC in Q4 2020 and held it in 1 quarter. The position peaked at $30K in Q4 2020. 221 funds tracked by Wall St. Rank hold EMLC as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 915 VanEck JP Morgan EM Local Currency Bond ETF shares in Q1 2021, an estimated $30K.
  • Regent Peak Wealth Advisors first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $30K in Q4 2020.
  • 221 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.