BWM
EDF

BNC Wealth Management’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

BNC Wealth Management’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
2020
Q4 		– Sell
-700
Closed -$5K – 210
2020
Q3 		$5K Buy
+700
New +$4.92K ﹤0.01% 365

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Mirae Asset Global Investments
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MAFM
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Bank of America
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DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
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BNC Wealth Management's EDF Position: Q4 2020 in Review

BNC Wealth Management sold out of Virtus Stone Harbor Emerging Markets Income Fund (EDF) in Q4 2020, closing a stake of 700 shares — an estimated $5K sold.

BNC Wealth Management first reported a position in EDF in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 30 funds tracked by Wall St. Rank hold EDF as of Q4 2020.

  • BNC Wealth Management reported no remaining Virtus Stone Harbor Emerging Markets Income Fund position as of Q4 2020 after selling out during the quarter.
  • BNC Wealth Management sold 700 Virtus Stone Harbor Emerging Markets Income Fund shares in Q4 2020, an estimated $5K.
  • BNC Wealth Management first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q3 2020 and held it in 1 quarter.
  • BNC Wealth Management's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $5K in Q3 2020.
  • 30 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.