CapWealth Advisors’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

CapWealth Advisors’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
2014 Q2	–	Sell	-700	Closed	-$7K	–	378
2014 Q1	$7K	Hold	700	–	–	﹤0.01%	277
2013 Q4	$7K	Hold	700	–	–	﹤0.01%	283
2013 Q3	$7K	Hold	700	–	–	﹤0.01%	340
2013 Q2	$7K	Buy	+700	New	+$8.06K	﹤0.01%	319

Other funds holding MSD

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

BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

RCM

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

NCA

New Century Advisors Chevy Chase, Maryland $82.1M AUM 3.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

CapWealth Advisors's MSD Position: Q2 2014 in Review

CapWealth Advisors sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q2 2014, closing a stake of 700 shares — an estimated $7K sold.

CapWealth Advisors first reported a position in MSD in Q2 2013 and held it in 4 quarters. The position peaked at $7K in Q1 2014. 50 funds tracked by Wall St. Rank hold MSD as of Q2 2014.

CapWealth Advisors reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q2 2014 after selling out during the quarter.
CapWealth Advisors sold 700 Morgan Stanley Emerging Markets Debt Fund shares in Q2 2014, an estimated $7K.
CapWealth Advisors first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q2 2013 and held it in 4 quarters.
CapWealth Advisors's Morgan Stanley Emerging Markets Debt Fund position peaked at $7K in Q1 2014.
50 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q2 2014.

Based on CapWealth Advisors's 13F filing for Q2 2014, filed 8 Aug 2014.