Sargent Bickham Lagudis’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$315	Buy	+13	New	+$305	﹤0.01%	1005
2022 Q2	–	Sell	-48	Closed	-$1K	–	1065
2022 Q1	$1K	Sell	48 -149	-76%	-$4.16K	﹤0.01%	913
2021 Q4	$6K	Hold	197	–	–	﹤0.01%	772
2021 Q3	$6K	Buy	197 +149	+310%	+$4.59K	﹤0.01%	786
2021 Q2	$2K	Buy	+48	New	+$1.51K	﹤0.01%	861
2020 Q1	–	Sell	-24	Closed	-$1K	–	810
2019 Q4	$1K	Buy	+24	New	+$804	﹤0.01%	814
2019 Q3	–	Sell	-42	Closed	-$1K	–	726
2019 Q2	$1K	Buy	+42	New	+$1.4K	﹤0.01%	731

Other funds holding EMLC

CSIA

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

PCA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

WAMC

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Sargent Bickham Lagudis's EMLC Position: Q4 2022 in Review

Sargent Bickham Lagudis opened a new position in VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q4 2022: 13 shares worth $315. The stake represents ﹤0.01% of the portfolio and ranks #1005 among its holdings. This is a return to the name: Sargent Bickham Lagudis previously reported a position in EMLC as recently as Q1 2022.

Sargent Bickham Lagudis first reported a position in EMLC in Q2 2019 and has held it in 7 quarters since. The position peaked at $6K in Q4 2021. 227 funds tracked by Wall St. Rank hold EMLC as of Q4 2022.

Sargent Bickham Lagudis held 13 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $315 as of Q4 2022.
VanEck JP Morgan EM Local Currency Bond ETF was a new Sargent Bickham Lagudis position in Q4 2022.
VanEck JP Morgan EM Local Currency Bond ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #1005 holding.
Sargent Bickham Lagudis first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q2 2019 and has held it in 7 quarters since.
Sargent Bickham Lagudis's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $6K in Q4 2021.
227 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.