CF
EDF

Centaurus Financial’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

Centaurus Financial’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
2024
Q1 		– Sell
-28,969
Closed -$125K – 780
2023
Q4 		$125K Buy
+28,969
New +$119K 0.01% 701
2018
Q3 		– Sell
-1,190
Closed -$16K – 923
2018
Q2 		$16K Buy
+1,190
New +$17.2K ﹤0.01% 1369

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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return

Centaurus Financial's EDF Position: Q1 2024 in Review

Centaurus Financial sold out of Virtus Stone Harbor Emerging Markets Income Fund (EDF) in Q1 2024, closing a stake of 28,969 shares — an estimated $125K sold.

Centaurus Financial first reported a position in EDF in Q2 2018 and held it in 2 quarters. The position peaked at $125K in Q4 2023. 35 funds tracked by Wall St. Rank hold EDF as of Q1 2024.

  • Centaurus Financial reported no remaining Virtus Stone Harbor Emerging Markets Income Fund position as of Q1 2024 after selling out during the quarter.
  • Centaurus Financial sold 28,969 Virtus Stone Harbor Emerging Markets Income Fund shares in Q1 2024, an estimated $125K.
  • Centaurus Financial first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q2 2018 and held it in 2 quarters.
  • Centaurus Financial's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $125K in Q4 2023.
  • 35 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q1 2024.

Based on Centaurus Financial's 13F filing for Q1 2024, filed 14 May 2024.