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

Buckingham Strategic 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
2021 Q1	–	Sell	-11,175	Closed	-$70K	–	555
2020 Q4	$70K	Buy	11,175 +213	+2%	+$1.27K	﹤0.01%	525
2020 Q3	$61K	Buy	10,962 +187	+2%	+$1.08K	﹤0.01%	471
2020 Q2	$61K	Buy	10,775 +240	+2%	+$1.31K	0.01%	398
2020 Q1	$55K	Buy	10,535 +192	+2%	+$1.24K	0.01%	449
2019 Q4	$72K	Buy	10,343 +209	+2%	+$1.43K	0.01%	453
2019 Q3	$67K	Hold	10,134	–	–	0.01%	423
2019 Q2	$70K	Hold	10,134	–	–	0.01%	432
2019 Q1	$67K	Hold	10,134	–	–	0.01%	412
2018 Q4	$61K	Buy	+10,134	New	+$64.4K	0.01%	339

Other funds holding EDD

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

RCM

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

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

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

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

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

PMAM

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

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

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Buckingham Strategic Wealth's EDD Position: Q1 2021 in Review

Buckingham Strategic Wealth sold out of Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) in Q1 2021, closing a stake of 11,175 shares — an estimated $70K sold.

Buckingham Strategic Wealth first reported a position in EDD in Q4 2018 and held it in 9 quarters. The position peaked at $72K in Q4 2019. 56 funds tracked by Wall St. Rank hold EDD as of Q1 2021.

Buckingham Strategic Wealth reported no remaining Morgan Stanley Emerging Markets Domestic Debt Fund position as of Q1 2021 after selling out during the quarter.
Buckingham Strategic Wealth sold 11,175 Morgan Stanley Emerging Markets Domestic Debt Fund shares in Q1 2021, an estimated $70K.
Buckingham Strategic Wealth first reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund in Q4 2018 and held it in 9 quarters.
Buckingham Strategic Wealth's Morgan Stanley Emerging Markets Domestic Debt Fund position peaked at $72K in Q4 2019.
56 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Domestic Debt Fund as of Q1 2021.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2021, filed 30 Apr 2021.