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Tortoise Investment Management’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Tortoise Investment Management’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
2016
Q3 		– Sell
-125
Closed -$5K – 452
2016
Q2 		$5K Buy
+125
New +$4.59K ﹤0.01% 381

Other funds holding EMLC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Tortoise Investment Management's EMLC Position: Q3 2016 in Review

Tortoise Investment Management sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q3 2016, closing a stake of 125 shares — an estimated $5K sold.

Tortoise Investment Management first reported a position in EMLC in Q2 2016 and held it in 1 quarter. The position peaked at $5K in Q2 2016. 105 funds tracked by Wall St. Rank hold EMLC as of Q3 2016.

  • Tortoise Investment Management reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Tortoise Investment Management sold 125 VanEck JP Morgan EM Local Currency Bond ETF shares in Q3 2016, an estimated $5K.
  • Tortoise Investment Management first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q2 2016 and held it in 1 quarter.
  • Tortoise Investment Management's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $5K in Q2 2016.
  • 105 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q3 2016.

Based on Tortoise Investment Management's 13F filing for Q3 2016, filed 9 Nov 2016.