Rowland Carmichael Advisors’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Rowland Carmichael 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
2020 Q4	–	Sell	-10,300	Closed	-$318K	–	381
2020 Q3	$318K	Sell	10,300 -1,065	-9%	-$33.3K	0.12%	187
2020 Q2	$349K	Buy	11,365 +273	+2%	+$8.11K	0.15%	172
2020 Q1	$316K	Sell	11,092 -995	-8%	-$32K	0.16%	162
2019 Q4	$411K	Sell	12,087 -3,846	-24%	-$129K	0.14%	174
2019 Q3	$526K	Sell	15,933 -1,006	-6%	-$34K	0.18%	134
2019 Q2	$588K	Sell	16,939 -796	-4%	-$26.6K	0.2%	132
2019 Q1	$592K	Sell	17,735 -1,067	-6%	-$36.2K	0.22%	128
2018 Q4	$620K	Buy	+18,802	New	+$614K	0.27%	99

Other funds holding EMLC

PCA

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

CSIA

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

TAIM

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rowland Carmichael Advisors's EMLC Position: Q4 2020 in Review

Rowland Carmichael Advisors sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q4 2020, closing a stake of 10,300 shares — an estimated $318K sold.

Rowland Carmichael Advisors first reported a position in EMLC in Q4 2018 and held it in 8 quarters. The position peaked at $620K in Q4 2018. 223 funds tracked by Wall St. Rank hold EMLC as of Q4 2020.

Rowland Carmichael Advisors reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q4 2020 after selling out during the quarter.
Rowland Carmichael Advisors sold 10,300 VanEck JP Morgan EM Local Currency Bond ETF shares in Q4 2020, an estimated $318K.
Rowland Carmichael Advisors first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2018 and held it in 8 quarters.
Rowland Carmichael Advisors's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $620K in Q4 2018.
223 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.