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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 5.97% 1-Year Est. Return

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

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return