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

Squar Milner 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
2020
Q1 		– Sell
-51
Closed -$1K – 787
2019
Q4 		$1K Buy
+51
New +$1.71K ﹤0.01% 786
2018
Q4 		– Sell
-32
Closed -$1K – 749
2018
Q3 		$1K Hold
32
– – ﹤0.01% 740
2018
Q2 		$1K Buy
+32
New +$1.16K ﹤0.01% 823

Other funds holding EMLC

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Squar Milner Financial Services's EMLC Position: Q1 2020 in Review

Squar Milner Financial Services sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q1 2020, closing a stake of 51 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in EMLC in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 211 funds tracked by Wall St. Rank hold EMLC as of Q1 2020.

  • Squar Milner Financial Services reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 51 VanEck JP Morgan EM Local Currency Bond ETF shares in Q1 2020, an estimated $1K.
  • Squar Milner Financial Services first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q2 2018 and held it in 3 quarters.
  • Squar Milner Financial Services's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $1K in Q4 2019.
  • 211 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.