Sowell Financial Services’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-23,372	Closed	-$736K	–	1144
2021 Q1	$736K	Sell	23,372 -47,240	-67%	-$1.52M	0.03%	504
2020 Q4	$2.35M	Sell	70,612 -7,085	-9%	-$227K	0.1%	184
2020 Q3	$2.4M	Sell	77,697 -20,694	-21%	-$647K	0.12%	153
2020 Q2	$3.02M	Sell	98,391 -131,919	-57%	-$3.92M	0.17%	122
2020 Q1	$6.56M	Buy	230,310 +218,998	+1,936%	+$7.05M	0.49%	42
2019 Q4	$385K	Buy	11,312 +11,308	+282,700%	+$379K	0.03%	523
2019 Q3	$0	Buy	+4	New	+$135	﹤0.01%	2400

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

MIS

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

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

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

Sowell Financial Services's EMLC Position: Q2 2021 in Review

Sowell Financial Services sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q2 2021, closing a stake of 23,372 shares — an estimated $736K sold.

Sowell Financial Services first reported a position in EMLC in Q3 2019 and held it in 7 quarters. The position peaked at $6.56M in Q1 2020. 224 funds tracked by Wall St. Rank hold EMLC as of Q2 2021.

Sowell Financial Services reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 23,372 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2021, an estimated $736K.
Sowell Financial Services first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $6.56M in Q1 2020.
224 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.