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

Atlas Wealth’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
2023
Q3 		– Sell
-17,600
Closed -$86.2K – 224
2023
Q2 		$86.2K Sell
17,600
-58,145
-77% -$274K 0.02% 191
2023
Q1 		$342K Sell
75,745
-9,636
-11% -$43.8K 0.07% 136
2022
Q4 		$376K Buy
+85,381
New +$359K 0.1% 88

Other funds holding EDD

Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PMAM
Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 3.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Advisor Partners II
Advisor Partners II Walnut Creek, California $2.49B AUM 30.88% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Atlas Wealth's EDD Position: Q3 2023 in Review

Atlas Wealth sold out of Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) in Q3 2023, closing a stake of 17,600 shares — an estimated $86.2K sold.

Atlas Wealth first reported a position in EDD in Q4 2022 and held it in 3 quarters. The position peaked at $376K in Q4 2022. 62 funds tracked by Wall St. Rank hold EDD as of Q3 2023.

  • Atlas Wealth reported no remaining Morgan Stanley Emerging Markets Domestic Debt Fund position as of Q3 2023 after selling out during the quarter.
  • Atlas Wealth sold 17,600 Morgan Stanley Emerging Markets Domestic Debt Fund shares in Q3 2023, an estimated $86.2K.
  • Atlas Wealth first reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund in Q4 2022 and held it in 3 quarters.
  • Atlas Wealth's Morgan Stanley Emerging Markets Domestic Debt Fund position peaked at $376K in Q4 2022.
  • 62 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Domestic Debt Fund as of Q3 2023.

Based on Atlas Wealth's 13F filing for Q3 2023, filed 7 Nov 2023.