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TrueWealth LLC’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

TrueWealth LLC’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
Q2 		– Sell
-88
Closed -$3K – 840
2018
Q1 		$3K Buy
+88
New +$3.42K ﹤0.01% 649

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
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
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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

TrueWealth LLC's EMLC Position: Q2 2018 in Review

TrueWealth LLC sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q2 2018, closing a stake of 88 shares — an estimated $3K sold.

TrueWealth LLC first reported a position in EMLC in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 185 funds tracked by Wall St. Rank hold EMLC as of Q2 2018.

  • TrueWealth LLC reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q2 2018 after selling out during the quarter.
  • TrueWealth LLC sold 88 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2018, an estimated $3K.
  • TrueWealth LLC first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q1 2018 and held it in 1 quarter.
  • TrueWealth LLC's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $3K in Q1 2018.
  • 185 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2018.

Based on TrueWealth LLC's 13F filing for Q2 2018, filed 13 Jul 2018.