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Summit Equities’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Summit Equities’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
2018
Q3 		$332K Buy
10,091
+102
+1% +$3.4K 0.06% 37
2018
Q2 		$340K Buy
9,989
+492
+5% +$17.9K 0.06% 37
2018
Q1 		$372K Buy
+9,497
New +$370K 0.06% 36

Other funds holding EMLC

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Summit Equities's EMLC Position: Q3 2018 in Review

Summit Equities increased its VanEck JP Morgan EM Local Currency Bond ETF (EMLC) stake by 1% in Q3 2018, buying an estimated $3.4K and bringing the position to 10,091 shares worth $332K. The position accounts for 0.06% of the portfolio, ranked #37.

Summit Equities first reported a position in EMLC in Q1 2018 and has held it in 3 quarters since. The position peaked at $372K in Q1 2018. 191 funds tracked by Wall St. Rank hold EMLC as of Q3 2018.

  • Summit Equities held 10,091 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $332K as of Q3 2018.
  • Summit Equities bought 102 VanEck JP Morgan EM Local Currency Bond ETF shares in Q3 2018, an estimated $3.4K.
  • VanEck JP Morgan EM Local Currency Bond ETF made up 0.06% of Summit Equities's portfolio in Q3 2018, its #37 holding.
  • Summit Equities first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q1 2018 and has held it in 3 quarters since.
  • Summit Equities's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $372K in Q1 2018.
  • 191 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q3 2018.

Based on Summit Equities's 13F filing for Q3 2018, filed 13 Nov 2018.