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Wealth & Pension Services Group’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Wealth & Pension Services Group’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 		– Sell
-6,814
Closed -$232K – 79
2018
Q2 		$232K Buy
+6,814
New +$247K 0.29% 40

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 $1.55T AUM 33.47% 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
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
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

Wealth & Pension Services Group's EMLC Position: Q3 2018 in Review

Wealth & Pension Services Group sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q3 2018, closing a stake of 6,814 shares — an estimated $232K sold.

Wealth & Pension Services Group first reported a position in EMLC in Q2 2018 and held it in 1 quarter. The position peaked at $232K in Q2 2018. 190 funds tracked by Wall St. Rank hold EMLC as of Q3 2018.

  • Wealth & Pension Services Group reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Wealth & Pension Services Group sold 6,814 VanEck JP Morgan EM Local Currency Bond ETF shares in Q3 2018, an estimated $232K.
  • Wealth & Pension Services Group first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q2 2018 and held it in 1 quarter.
  • Wealth & Pension Services Group's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $232K in Q2 2018.
  • 190 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q3 2018.

Based on Wealth & Pension Services Group's 13F filing for Q3 2018, filed 14 Nov 2018.