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

WFG 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
2015
Q3 		– Sell
-40
Closed -$2K – 1634
2015
Q2 		$2K Buy
+40
New +$1.61K ﹤0.01% 1473
2015
Q1 		– Sell
-100
Closed -$4K – 1843
2014
Q4 		$4K Sell
100
-999
-91% -$44.6K ﹤0.01% 1695
2014
Q3 		$50K Buy
1,099
+14
+1% +$669 0.01% 918
2014
Q2 		$53K Buy
1,085
+100
+10% +$4.8K 0.01% 890
2014
Q1 		$46K Sell
985
-6,538
-87% -$301K 0.01% 940
2013
Q4 		$354K Sell
7,523
-1,235
-14% -$59.8K 0.05% 388
2013
Q3 		$426K Buy
8,758
+866
+11% +$41.9K 0.07% 311
2013
Q2 		$383K Buy
+7,892
New +$419K 0.06% 307

Other funds holding EMLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

WFG Advisors's EMLC Position: Q3 2015 in Review

WFG Advisors sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q3 2015, closing a stake of 40 shares — an estimated $2K sold.

WFG Advisors first reported a position in EMLC in Q2 2013 and held it in 8 quarters. The position peaked at $426K in Q3 2013. 75 funds tracked by Wall St. Rank hold EMLC as of Q3 2015.

  • WFG Advisors reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q3 2015 after selling out during the quarter.
  • WFG Advisors sold 40 VanEck JP Morgan EM Local Currency Bond ETF shares in Q3 2015, an estimated $2K.
  • WFG Advisors first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q2 2013 and held it in 8 quarters.
  • WFG Advisors's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $426K in Q3 2013.
  • 75 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q3 2015.

Based on WFG Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.