Smith Shellnut Wilson’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Smith Shellnut Wilson’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
2021 Q3	–	Sell	-88	Closed	-$3K	–	164
2021 Q2	$3K	Hold	88	–	–	﹤0.01%	161
2021 Q1	$3K	Hold	88	–	–	﹤0.01%	154
2020 Q4	$3K	Buy	88 +85	+2,833%	+$2.72K	﹤0.01%	148
2020 Q3	$88K	Sell	3 -85	-97%	-$2.66K	0.03%	131
2020 Q2	$3K	Hold	88	–	–	﹤0.01%	130
2020 Q1	$3K	Buy	+88	New	+$2.83K	﹤0.01%	122

Other funds holding EMLC

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

TAIM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CSIA

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

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

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

WAMC

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

MIS

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Smith Shellnut Wilson's EMLC Position: Q3 2021 in Review

Smith Shellnut Wilson sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q3 2021, closing a stake of 88 shares — an estimated $3K sold.

Smith Shellnut Wilson first reported a position in EMLC in Q1 2020 and held it in 6 quarters. The position peaked at $88K in Q3 2020. 221 funds tracked by Wall St. Rank hold EMLC as of Q3 2021.

Smith Shellnut Wilson reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q3 2021 after selling out during the quarter.
Smith Shellnut Wilson sold 88 VanEck JP Morgan EM Local Currency Bond ETF shares in Q3 2021, an estimated $3K.
Smith Shellnut Wilson first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q1 2020 and held it in 6 quarters.
Smith Shellnut Wilson's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $88K in Q3 2020.
221 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q3 2021.

Based on Smith Shellnut Wilson's 13F filing for Q3 2021, filed 12 Nov 2021.