Wealthspire Advisors (Maryland)’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-220	Closed	-$7K	–	907
2019 Q1	$7K	Hold	220	–	–	﹤0.01%	1666
2018 Q4	$7K	Hold	220	–	–	﹤0.01%	1594
2018 Q3	$7K	Hold	220	–	–	﹤0.01%	1652
2018 Q2	$7K	Hold	220	–	–	﹤0.01%	1656
2018 Q1	$9K	Hold	220	–	–	﹤0.01%	1604
2017 Q4	$8K	Buy	+220	New	+$8.26K	﹤0.01%	1666

Other funds holding EMLC

TAIM

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

OAC

OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.95% 1-Year Est. Return

CSIA

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EMLC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q2 2019, closing a stake of 220 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in EMLC in Q4 2017 and held it in 6 quarters. The position peaked at $9K in Q1 2018. 238 funds tracked by Wall St. Rank hold EMLC as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 220 VanEck JP Morgan EM Local Currency Bond ETF shares in Q2 2019, an estimated $7K.
Wealthspire Advisors (Maryland) first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2017 and held it in 6 quarters.
Wealthspire Advisors (Maryland)'s VanEck JP Morgan EM Local Currency Bond ETF position peaked at $9K in Q1 2018.
238 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.