Altium Wealth Management’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

Altium Wealth 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
2022 Q2	$45K	Hold	10,000	–	–	﹤0.01%	364
2022 Q1	$50K	Hold	10,000	–	–	﹤0.01%	366
2021 Q4	$55K	Hold	10,000	–	–	﹤0.01%	381
2021 Q3	$59K	Hold	10,000	–	–	﹤0.01%	371
2021 Q2	$61K	Hold	10,000	–	–	﹤0.01%	371
2021 Q1	$60K	Hold	10,000	–	–	﹤0.01%	374
2020 Q4	$63K	Hold	10,000	–	–	0.01%	345
2020 Q3	$56K	Hold	10,000	–	–	0.01%	331
2020 Q2	$57K	Hold	10,000	–	–	0.01%	319
2020 Q1	$52K	Hold	10,000	–	–	0.01%	317
2019 Q4	$70K	Buy	+10,000	New	+$68.6K	0.01%	282

Other funds holding EDD

SCM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

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

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

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

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

PMAM

Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 5.97% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Altium Wealth Management's EDD Position: Q2 2022 in Review

Altium Wealth Management held its Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) position steady in Q2 2022 at 10,000 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Altium Wealth Management first reported a position in EDD in Q4 2019 and has held it in 11 quarters since. The position peaked at $70K in Q4 2019. 60 funds tracked by Wall St. Rank hold EDD as of Q2 2022.

Altium Wealth Management held 10,000 shares of Morgan Stanley Emerging Markets Domestic Debt Fund worth $45K as of Q2 2022.
Altium Wealth Management left its Morgan Stanley Emerging Markets Domestic Debt Fund share count unchanged in Q2 2022.
Morgan Stanley Emerging Markets Domestic Debt Fund made up ﹤0.01% of Altium Wealth Management's portfolio in Q2 2022, its #364 holding.
Altium Wealth Management first reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund in Q4 2019 and has held it in 11 quarters since.
Altium Wealth Management's Morgan Stanley Emerging Markets Domestic Debt Fund position peaked at $70K in Q4 2019.
60 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Domestic Debt Fund as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.