CA
MSD

Calton & Associates’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

Calton & Associates’s Portfolio MSD Stock Details MSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,000
Closed -$19K – 924
2017
Q4 		$19K Buy
+2,000
New +$20K ﹤0.01% 897

Other funds holding MSD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Calton & Associates's MSD Position: Q1 2018 in Review

Calton & Associates sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q1 2018, closing a stake of 2,000 shares — an estimated $19K sold.

Calton & Associates first reported a position in MSD in Q4 2017 and held it in 1 quarter. The position peaked at $19K in Q4 2017. 49 funds tracked by Wall St. Rank hold MSD as of Q1 2018.

  • Calton & Associates reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 2,000 Morgan Stanley Emerging Markets Debt Fund shares in Q1 2018, an estimated $19K.
  • Calton & Associates first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Morgan Stanley Emerging Markets Debt Fund position peaked at $19K in Q4 2017.
  • 49 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.