Allen Investment Management’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

Allen Investment Management’s Portfolio EDD Stock Details EDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-14,300	Closed	-$96K	–	166
2018 Q3	$96K	Buy	14,300 +2,000	+16%	+$13.5K	﹤0.01%	184
2018 Q2	$82K	Hold	12,300	–	–	﹤0.01%	179
2018 Q1	$96K	Hold	12,300	–	–	﹤0.01%	166
2017 Q4	$95K	Buy	+12,300	New	+$96.1K	﹤0.01%	169

Other funds holding EDD

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PMAM

Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 3.07% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

Allen Investment Management's EDD Position: Q4 2018 in Review

Allen Investment Management sold out of Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) in Q4 2018, closing a stake of 14,300 shares — an estimated $96K sold.

Allen Investment Management first reported a position in EDD in Q4 2017 and held it in 4 quarters. The position peaked at $96K in Q3 2018. 60 funds tracked by Wall St. Rank hold EDD as of Q4 2018.

Allen Investment Management reported no remaining Morgan Stanley Emerging Markets Domestic Debt Fund position as of Q4 2018 after selling out during the quarter.
Allen Investment Management sold 14,300 Morgan Stanley Emerging Markets Domestic Debt Fund shares in Q4 2018, an estimated $96K.
Allen Investment Management first reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund in Q4 2017 and held it in 4 quarters.
Allen Investment Management's Morgan Stanley Emerging Markets Domestic Debt Fund position peaked at $96K in Q3 2018.
60 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Domestic Debt Fund as of Q4 2018.

Based on Allen Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.