UBP Investment Advisors’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

UBP Investment 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
2021 Q3	–	Sell	-27,782	Closed	-$870K	–	104
2021 Q2	$870K	Hold	27,782	–	–	0.32%	62
2021 Q1	$850K	Buy	27,782 +4,000	+17%	+$128K	0.35%	59
2020 Q4	$791K	Buy	23,782 +3,782	+19%	+$121K	0.41%	42
2020 Q3	$617K	Sell	20,000 -782	-4%	-$24.4K	0.48%	35
2020 Q2	$639K	Buy	20,782 +7,000	+51%	+$208K	0.51%	34
2020 Q1	$392K	Hold	13,782	–	–	0.35%	38
2019 Q4	$469K	Hold	13,782	–	–	0.37%	38
2019 Q3	$455K	Buy	+13,782	New	+$466K	0.37%	38

Other funds holding EMLC

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

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

State of Wisconsin Investment Board

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return