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

Clarus Wealth 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	-600	Closed	-$4K	–	696
2018 Q4	$4K	Hold	600	–	–	0.01%	592
2018 Q3	$4K	Hold	600	–	–	﹤0.01%	629
2018 Q2	$5K	Buy	+600	New	+$4.38K	﹤0.01%	610

Other funds holding EDD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 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 New York $276B AUM 44.8% 1-Year Est. Return

Clarus Wealth Advisors's EDD Position: Q1 2019 in Review

Clarus Wealth Advisors sold out of Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) in Q1 2019, closing a stake of 600 shares — an estimated $4K sold.

Clarus Wealth Advisors first reported a position in EDD in Q2 2018 and held it in 3 quarters. The position peaked at $5K in Q2 2018. 50 funds tracked by Wall St. Rank hold EDD as of Q1 2019.

Clarus Wealth Advisors reported no remaining Morgan Stanley Emerging Markets Domestic Debt Fund position as of Q1 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 600 Morgan Stanley Emerging Markets Domestic Debt Fund shares in Q1 2019, an estimated $4K.
Clarus Wealth Advisors first reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund in Q2 2018 and held it in 3 quarters.
Clarus Wealth Advisors's Morgan Stanley Emerging Markets Domestic Debt Fund position peaked at $5K in Q2 2018.
50 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Domestic Debt Fund as of Q1 2019.

Based on Clarus Wealth Advisors's 13F filing for Q1 2019, filed 4 Apr 2019.