Arkadios Wealth Advisors’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-1,407	Closed	-$8K	–	894
2021 Q3	$8K	Sell	1,407 -4,622	-77%	-$28.3K	﹤0.01%	1488
2021 Q2	$36K	Buy	+6,029	New	+$37K	﹤0.01%	1045

Other funds holding EDD

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

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

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

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

PMAM

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Arkadios Wealth Advisors's EDD Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) in Q4 2021, closing a stake of 1,407 shares — an estimated $8K sold.

Arkadios Wealth Advisors first reported a position in EDD in Q2 2021 and held it in 2 quarters. The position peaked at $36K in Q2 2021. 69 funds tracked by Wall St. Rank hold EDD as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Morgan Stanley Emerging Markets Domestic Debt Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,407 Morgan Stanley Emerging Markets Domestic Debt Fund shares in Q4 2021, an estimated $8K.
Arkadios Wealth Advisors first reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund in Q2 2021 and held it in 2 quarters.
Arkadios Wealth Advisors's Morgan Stanley Emerging Markets Domestic Debt Fund position peaked at $36K in Q2 2021.
69 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Domestic Debt Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.