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Sage Financial Group’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Sage Financial Group’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
Q1 		– Sell
-14,860
Closed -$700K – 40
2013
Q4 		$700K Buy
+14,860
New +$719K 0.34% 16

Other funds holding EMLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Sage Financial Group's EMLC Position: Q1 2014 in Review

Sage Financial Group sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q1 2014, closing a stake of 14,860 shares — an estimated $700K sold.

Sage Financial Group first reported a position in EMLC in Q4 2013 and held it in 1 quarter. The position peaked at $700K in Q4 2013. 78 funds tracked by Wall St. Rank hold EMLC as of Q1 2014.

  • Sage Financial Group reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Sage Financial Group sold 14,860 VanEck JP Morgan EM Local Currency Bond ETF shares in Q1 2014, an estimated $700K.
  • Sage Financial Group first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2013 and held it in 1 quarter.
  • Sage Financial Group's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $700K in Q4 2013.
  • 78 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q1 2014.

Based on Sage Financial Group's 13F filing for Q1 2014, filed 28 Apr 2014.