Woodmont Investment Counsel’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Woodmont Investment Counsel’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	-6,372	Closed	-$217K	–	162
2018 Q2	$217K	Buy	+6,372	New	+$231K	0.06%	156
2018 Q1	–	Sell	-5,329	Closed	-$202K	–	176
2017 Q4	$202K	Sell	5,329 -1,462	-22%	-$54.9K	0.05%	181
2017 Q3	$261K	Sell	6,791 -588	-8%	-$22.6K	0.07%	163
2017 Q2	$279K	Buy	7,379 +876	+13%	+$32.8K	0.08%	153
2017 Q1	$229K	Hold	6,503	–	–	0.07%	174
2016 Q4	$229K	Buy	6,503 +928	+17%	+$33.5K	0.07%	178
2016 Q3	$213K	Sell	5,575 -638	-10%	-$24.2K	0.06%	165
2016 Q2	$234K	Buy	+6,213	New	+$228K	0.07%	172
2016 Q1	–	Sell	-33,116	Closed	-$1.13M	–	530
2015 Q4	$1.13M	Buy	33,116 +11,318	+52%	+$399K	0.33%	86
2015 Q3	$756K	Buy	+21,798	New	+$801K	0.23%	104

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

PCA

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

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

Woodmont Investment Counsel's EMLC Position: Q3 2018 in Review

Woodmont Investment Counsel sold out of VanEck JP Morgan EM Local Currency Bond ETF (EMLC) in Q3 2018, closing a stake of 6,372 shares — an estimated $217K sold.

Woodmont Investment Counsel first reported a position in EMLC in Q3 2015 and held it in 10 quarters. The position peaked at $1.13M in Q4 2015. 191 funds tracked by Wall St. Rank hold EMLC as of Q3 2018.

Woodmont Investment Counsel reported no remaining VanEck JP Morgan EM Local Currency Bond ETF position as of Q3 2018 after selling out during the quarter.
Woodmont Investment Counsel sold 6,372 VanEck JP Morgan EM Local Currency Bond ETF shares in Q3 2018, an estimated $217K.
Woodmont Investment Counsel first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q3 2015 and held it in 10 quarters.
Woodmont Investment Counsel's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $1.13M in Q4 2015.
191 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q3 2018.

Based on Woodmont Investment Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.