RNS
EMLC icon

Robert N. Shapiro’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$27K Buy
625
+27
+5% +$1.21K 0.01% 563
2014
Q3 		$27K Buy
598
+92
+18% +$4.39K 0.01% 582
2014
Q2 		$25K Hold
506
– – ﹤0.01% 565
2014
Q1 		$24K Buy
506
+179
+55% +$8.23K ﹤0.01% 564
2013
Q4 		$15K Hold
327
– – ﹤0.01% 607
2013
Q3 		$16K Sell
327
-42
-11% -$2.03K ﹤0.01% 804
2013
Q2 		$18K Buy
+369
New +$19.6K ﹤0.01% 741

Other funds holding EMLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Robert N. Shapiro's EMLC Position: Q4 2014 in Review

Robert N. Shapiro increased its VanEck JP Morgan EM Local Currency Bond ETF (EMLC) stake by 4.5% in Q4 2014, buying an estimated $1.21K and bringing the position to 625 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #563.

Robert N. Shapiro first reported a position in EMLC in Q2 2013 and has held it in 7 quarters since. 93 funds tracked by Wall St. Rank hold EMLC as of Q4 2014.

  • Robert N. Shapiro held 625 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $27K as of Q4 2014.
  • Robert N. Shapiro bought 27 VanEck JP Morgan EM Local Currency Bond ETF shares in Q4 2014, an estimated $1.21K.
  • VanEck JP Morgan EM Local Currency Bond ETF made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #563 holding.
  • Robert N. Shapiro first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q2 2013 and has held it in 7 quarters since.
  • 93 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.