Westover Capital Advisors’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Westover Capital 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
2020 Q3	–	Sell	-44,896	Closed	-$1.38M	–	135
2020 Q2	$1.38M	Sell	44,896 -41,700	-48%	-$1.24M	0.65%	46
2020 Q1	$2.46M	Sell	86,596 -566	-0.6%	-$18.2K	1.33%	28
2019 Q4	$2.96M	Buy	87,162 +1,928	+2%	+$64.6K	1.33%	23
2019 Q3	$2.81M	Buy	85,234 +2,347	+3%	+$79.4K	1.33%	26
2019 Q2	$2.88M	Buy	82,887 +2,984	+4%	+$99.7K	1.42%	26
2019 Q1	$2.67M	Buy	79,903 +1,342	+2%	+$45.5K	1.38%	27
2018 Q4	$2.59M	Buy	+78,561	New	+$2.57M	1.62%	22

Other funds holding EMLC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PCA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Westover Capital Advisors's EMLC Position: Q3 2020 in Review

Westover Capital Advisors sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q3 2020, closing a stake of 44,896 shares — an estimated $1.38M sold.

Westover Capital Advisors first reported a position in EMLC in Q4 2018 and held it in 7 quarters. The position peaked at $2.96M in Q4 2019. 202 funds tracked by Wall St. Rank hold EMLC as of Q3 2020.

Westover Capital Advisors reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q3 2020 after selling out during the quarter.
Westover Capital Advisors sold 44,896 VanEck JP Morgan EM Local Currency Bond ETF shares in Q3 2020, an estimated $1.38M.
Westover Capital Advisors first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2018 and held it in 7 quarters.
Westover Capital Advisors's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $2.96M in Q4 2019.
202 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q3 2020.

Based on Westover Capital Advisors's 13F filing for Q3 2020, filed 19 Nov 2020.