AWG
EDI

Altus Wealth Group’s Virtus Stone Harbor Emerging Markets Total Income Fund EDI Stock Holding History

Altus Wealth Group’s Portfolio EDI Stock Details EDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,027
Closed -$18K – 810
2020
Q4 		$18K Buy
+2,027
New +$16.2K 0.02% 398

Other funds holding EDI

CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Altus Wealth Group's EDI Position: Q1 2021 in Review

Altus Wealth Group sold out of Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) in Q1 2021, closing a stake of 2,027 shares — an estimated $18K sold.

Altus Wealth Group first reported a position in EDI in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 15 funds tracked by Wall St. Rank hold EDI as of Q1 2021.

  • Altus Wealth Group reported no remaining Virtus Stone Harbor Emerging Markets Total Income Fund position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 2,027 Virtus Stone Harbor Emerging Markets Total Income Fund shares in Q1 2021, an estimated $18K.
  • Altus Wealth Group first reported a position in Virtus Stone Harbor Emerging Markets Total Income Fund in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Virtus Stone Harbor Emerging Markets Total Income Fund position peaked at $18K in Q4 2020.
  • 15 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Total Income Fund as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.