Cambridge Investment Research Advisors
EDF

Cambridge Investment Research Advisors’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

Cambridge Investment Research 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
2021
Q4 		– Sell
-13,642
Closed -$102K – 3203
2021
Q3 		$102K Sell
13,642
-5,206
-28% -$43.4K ﹤0.01% 2949
2021
Q2 		$161K Buy
18,848
+318
+2% +$2.7K ﹤0.01% 2889
2021
Q1 		$156K Sell
18,530
-2,696
-13% -$22.9K ﹤0.01% 2695
2020
Q4 		$172K Buy
21,226
+896
+4% +$6.4K ﹤0.01% 2513
2020
Q3 		$132K Buy
20,330
+654
+3% +$4.6K ﹤0.01% 2341
2020
Q2 		$139K Buy
19,676
+784
+4% +$5.38K ﹤0.01% 2261
2020
Q1 		$140K Sell
18,892
-133
-0.7% -$1.56K ﹤0.01% 2042
2019
Q4 		$262K Sell
19,025
-9,189
-33% -$123K ﹤0.01% 2000
2019
Q3 		$370K Sell
28,214
-1,736
-6% -$23.6K ﹤0.01% 1692
2019
Q2 		$419K Buy
29,950
+5,728
+24% +$77.1K ﹤0.01% 1544
2019
Q1 		$316K Buy
24,222
+4,056
+20% +$52.3K ﹤0.01% 1771
2018
Q4 		$225K Buy
20,166
+3,925
+24% +$47.5K ﹤0.01% 1846
2018
Q3 		$212K Buy
+16,241
New +$220K ﹤0.01% 2018

Other funds holding EDF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors's EDF Position: Q4 2021 in Review

Cambridge Investment Research Advisors sold out of Virtus Stone Harbor Emerging Markets Income Fund (EDF) in Q4 2021, closing a stake of 13,642 shares — an estimated $102K sold.

Cambridge Investment Research Advisors first reported a position in EDF in Q3 2018 and held it in 13 quarters. The position peaked at $419K in Q2 2019. 32 funds tracked by Wall St. Rank hold EDF as of Q4 2021.

  • Cambridge Investment Research Advisors reported no remaining Virtus Stone Harbor Emerging Markets Income Fund position as of Q4 2021 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 13,642 Virtus Stone Harbor Emerging Markets Income Fund shares in Q4 2021, an estimated $102K.
  • Cambridge Investment Research Advisors first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q3 2018 and held it in 13 quarters.
  • Cambridge Investment Research Advisors's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $419K in Q2 2019.
  • 32 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q4 2021.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.