CA
EDD

Claro Advisors’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

Claro Advisors’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
2019
Q1 		– Sell
-4,044
Closed -$27K – 368
2018
Q4 		$27K Buy
+4,044
New +$25.7K 0.02% 479

Other funds holding EDD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PMAM
Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 3.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Claro Advisors's EDD Position: Q1 2019 in Review

Claro Advisors sold out of Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) in Q1 2019, closing a stake of 4,044 shares — an estimated $27K sold.

Claro Advisors first reported a position in EDD in Q4 2018 and held it in 1 quarter. The position peaked at $27K in Q4 2018. 50 funds tracked by Wall St. Rank hold EDD as of Q1 2019.

  • Claro Advisors reported no remaining Morgan Stanley Emerging Markets Domestic Debt Fund position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 4,044 Morgan Stanley Emerging Markets Domestic Debt Fund shares in Q1 2019, an estimated $27K.
  • Claro Advisors first reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's Morgan Stanley Emerging Markets Domestic Debt Fund position peaked at $27K in Q4 2018.
  • 50 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Domestic Debt Fund as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.