Avantax Advisory Services’s Virtus Stone Harbor Emerging Markets Total Income Fund EDI Stock Holding History

Avantax Advisory Services’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
2020 Q4	–	Sell	-11,564	Closed	-$82K	–	1384
2020 Q3	$82K	Buy	+11,564	New	+$89.4K	﹤0.01%	1316

Other funds holding EDI

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Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

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

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Avantax Advisory Services's EDI Position: Q4 2020 in Review

Avantax Advisory Services sold out of Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) in Q4 2020, closing a stake of 11,564 shares — an estimated $82K sold.

Avantax Advisory Services first reported a position in EDI in Q3 2020 and held it in 1 quarter. The position peaked at $82K in Q3 2020. 16 funds tracked by Wall St. Rank hold EDI as of Q4 2020.

Avantax Advisory Services reported no remaining Virtus Stone Harbor Emerging Markets Total Income Fund position as of Q4 2020 after selling out during the quarter.
Avantax Advisory Services sold 11,564 Virtus Stone Harbor Emerging Markets Total Income Fund shares in Q4 2020, an estimated $82K.
Avantax Advisory Services first reported a position in Virtus Stone Harbor Emerging Markets Total Income Fund in Q3 2020 and held it in 1 quarter.
Avantax Advisory Services's Virtus Stone Harbor Emerging Markets Total Income Fund position peaked at $82K in Q3 2020.
16 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Total Income Fund as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.