9258 Wealth Management’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

9258 Wealth Management’s Portfolio MSD Stock Details MSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-14,561	Closed	-$131K	–	375
2021 Q4	$131K	Sell	14,561 -9,885	-40%	-$90.1K	0.03%	358
2021 Q3	$223K	Sell	24,446 -1,391	-5%	-$13.2K	0.06%	315
2021 Q2	$242K	Buy	25,837 +109	+0.4%	+$1K	0.07%	300
2021 Q1	$231K	Sell	25,728 -4,793	-16%	-$43.7K	0.07%	286
2020 Q4	$283K	Sell	30,521 -3,548	-10%	-$31.3K	0.09%	237
2020 Q3	$287K	Buy	34,069 +222	+0.7%	+$1.92K	0.11%	206
2020 Q2	$287K	Sell	33,847 -3,500	-9%	-$28.3K	0.12%	210
2020 Q1	$279K	Buy	37,347 +252	+0.7%	+$2.32K	0.12%	198
2019 Q4	$359K	Buy	37,095 +122	+0.3%	+$1.15K	0.13%	194
2019 Q3	$340K	Sell	36,973 -462	-1%	-$4.33K	0.27%	120
2019 Q2	$349K	Sell	37,435 -1,868	-5%	-$17.1K	0.28%	117
2019 Q1	$353K	Buy	39,303 +126	+0.3%	+$1.12K	0.3%	109
2018 Q4	$322K	Buy	+39,177	New	+$330K	0.31%	107

Other funds holding MSD

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

9258 Wealth Management's MSD Position: Q1 2022 in Review

9258 Wealth Management sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q1 2022, closing a stake of 14,561 shares — an estimated $131K sold.

9258 Wealth Management first reported a position in MSD in Q4 2018 and held it in 13 quarters. The position peaked at $359K in Q4 2019. 55 funds tracked by Wall St. Rank hold MSD as of Q1 2022.

9258 Wealth Management reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q1 2022 after selling out during the quarter.
9258 Wealth Management sold 14,561 Morgan Stanley Emerging Markets Debt Fund shares in Q1 2022, an estimated $131K.
9258 Wealth Management first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q4 2018 and held it in 13 quarters.
9258 Wealth Management's Morgan Stanley Emerging Markets Debt Fund position peaked at $359K in Q4 2019.
55 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q1 2022.

Based on 9258 Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.