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TRUE Private Wealth Advisors’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

TRUE Private Wealth Advisors’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
Q4 		– Sell
-8,214
Closed -$270K – 433
2018
Q3 		$270K Buy
8,214
+1,952
+31% +$65.1K 0.04% 228
2018
Q2 		$213K Buy
+6,262
New +$227K 0.03% 254

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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 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 $9.42B AUM 17.63% 1-Year Est. Return

TRUE Private Wealth Advisors's EMLC Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q4 2018, closing a stake of 8,214 shares — an estimated $270K sold.

TRUE Private Wealth Advisors first reported a position in EMLC in Q2 2018 and held it in 2 quarters. The position peaked at $270K in Q3 2018. 215 funds tracked by Wall St. Rank hold EMLC as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 8,214 VanEck JP Morgan EM Local Currency Bond ETF shares in Q4 2018, an estimated $270K.
  • TRUE Private Wealth Advisors first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q2 2018 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $270K in Q3 2018.
  • 215 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.