BRWA
EDF

B. Riley Wealth Advisors’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

B. Riley Wealth Advisors’s Portfolio EDF Stock Details EDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-13,423
Closed -$60.5K – 1555
2023
Q2 		$60.5K Hold
13,423
– – ﹤0.01% 1473
2023
Q1 		$61.3K Sell
13,423
-1,500
-10% -$7.27K ﹤0.01% 1425
2022
Q4 		$62.1K Buy
14,923
+1,499
+11% +$5.83K ﹤0.01% 1401
2022
Q3 		$50K Hold
13,424
– – ﹤0.01% 1379
2022
Q2 		$60K Hold
13,424
– – ﹤0.01% 1163
2022
Q1 		$88K Sell
13,424
-21,980
-62% -$138K ﹤0.01% 1306
2021
Q4 		$236K Buy
35,404
+19,000
+116% +$134K 0.01% 1192
2021
Q3 		$123K Buy
16,404
+1,000
+6% +$8.33K ﹤0.01% 1313
2021
Q2 		$132K Sell
15,404
-4,500
-23% -$38.2K ﹤0.01% 1282
2021
Q1 		$168K Buy
19,904
+9,654
+94% +$81.9K 0.01% 1220
2020
Q4 		$83K Hold
10,250
– – ﹤0.01% 1000
2020
Q3 		$67K Hold
10,250
– – ﹤0.01% 915
2020
Q2 		$73K Hold
10,250
– – ﹤0.01% 830
2020
Q1 		$77K Sell
10,250
-3,600
-26% -$42.1K 0.01% 743
2019
Q4 		$191K Buy
13,850
+2,600
+23% +$34.7K 0.02% 765
2019
Q3 		$148K Hold
11,250
– – 0.01% 750
2019
Q2 		$158K Sell
11,250
-1,000
-8% -$13.5K 0.02% 735
2019
Q1 		$160K Buy
12,250
+1,000
+9% +$12.9K 0.02% 674
2018
Q4 		$126K Buy
11,250
+1,000
+10% +$12.1K 0.02% 610
2018
Q3 		$134K Buy
+10,250
New +$139K 0.02% 671
2015
Q1 		– Sell
-400
Closed -$6 – 945
2014
Q4 		$6 Buy
+400
New +$6.99K ﹤0.01% 3076
2014
Q3 		– Sell
-180
Closed -$3.79K – 970
2014
Q2 		$3.79K Buy
+180
New +$3.56K ﹤0.01% 2118

Other funds holding EDF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

B. Riley Wealth Advisors's EDF Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Virtus Stone Harbor Emerging Markets Income Fund (EDF) in Q3 2023, closing a stake of 13,423 shares — an estimated $60.5K sold.

B. Riley Wealth Advisors first reported a position in EDF in Q2 2014 and held it in 22 quarters. The position peaked at $236K in Q4 2021. 26 funds tracked by Wall St. Rank hold EDF as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Virtus Stone Harbor Emerging Markets Income Fund position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 13,423 Virtus Stone Harbor Emerging Markets Income Fund shares in Q3 2023, an estimated $60.5K.
  • B. Riley Wealth Advisors first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q2 2014 and held it in 22 quarters.
  • B. Riley Wealth Advisors's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $236K in Q4 2021.
  • 26 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.