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

Ropes 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
2019 Q3	–	Sell	-28	Closed	-$1K	–	558
2019 Q2	$1K	Buy	+28	New	+$935	﹤0.01%	551
2016 Q2	–	Sell	-124	Closed	-$5K	–	489
2016 Q1	$5K	Hold	124	–	–	﹤0.01%	353
2015 Q4	$4K	Hold	124	–	–	﹤0.01%	370
2015 Q3	$4K	Sell	124 -181	-59%	-$6.65K	﹤0.01%	366
2015 Q2	$12K	Sell	305 -389	-56%	-$15.7K	0.01%	247
2015 Q1	$28K	Buy	+694	New	+$28.7K	0.01%	215

Other funds holding EMLC

TAIM

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

OAC

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

CSIA

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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PCA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Ropes Wealth Advisors's EMLC Position: Q3 2019 in Review

Ropes Wealth Advisors sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q3 2019, closing a stake of 28 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in EMLC in Q1 2015 and held it in 6 quarters. The position peaked at $28K in Q1 2015. 231 funds tracked by Wall St. Rank hold EMLC as of Q3 2019.

Ropes Wealth Advisors reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q3 2019 after selling out during the quarter.
Ropes Wealth Advisors sold 28 VanEck JP Morgan EM Local Currency Bond ETF shares in Q3 2019, an estimated $1K.
Ropes Wealth Advisors first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q1 2015 and held it in 6 quarters.
Ropes Wealth Advisors's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $28K in Q1 2015.
231 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q3 2019.

Based on Ropes Wealth Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.