Wintrust Investments’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Wintrust Investments’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 Q1	–	Sell	-7,250	Closed	-$247K	–	340
2019 Q4	$247K	Hold	7,250	–	–	0.03%	305
2019 Q3	$239K	Sell	7,250 -1,075	-13%	-$36.4K	0.04%	316
2019 Q2	$289K	Sell	8,325 -11,100	-57%	-$371K	0.04%	289
2019 Q1	$648K	Hold	19,425	–	–	0.11%	162
2018 Q4	$641K	Sell	19,425 -625	-3%	-$20.4K	0.12%	148
2018 Q3	$660K	Buy	20,050 +13,450	+204%	+$449K	0.11%	175
2018 Q2	$225K	Buy	+6,600	New	+$240K	0.04%	319

Other funds holding EMLC

TAIM

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Wintrust Investments's EMLC Position: Q1 2020 in Review

Wintrust Investments sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q1 2020, closing a stake of 7,250 shares — an estimated $247K sold.

Wintrust Investments first reported a position in EMLC in Q2 2018 and held it in 7 quarters. The position peaked at $660K in Q3 2018. 210 funds tracked by Wall St. Rank hold EMLC as of Q1 2020.

Wintrust Investments reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q1 2020 after selling out during the quarter.
Wintrust Investments sold 7,250 VanEck JP Morgan EM Local Currency Bond ETF shares in Q1 2020, an estimated $247K.
Wintrust Investments first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q2 2018 and held it in 7 quarters.
Wintrust Investments's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $660K in Q3 2018.
210 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q1 2020.

Based on Wintrust Investments's 13F filing for Q1 2020, filed 14 May 2020.