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

Clearview 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
2022 Q1	–	Sell	-809	Closed	-$4K	–	637
2021 Q4	$4K	Buy	809 +12	+2%	+$69	﹤0.01%	507
2021 Q3	$5K	Buy	797 +13	+2%	+$80	﹤0.01%	496
2021 Q2	$5K	Buy	784 +12	+2%	+$74	﹤0.01%	502
2021 Q1	$5K	Buy	772 +13	+2%	+$79	﹤0.01%	482
2020 Q4	$5K	Buy	+759	New	+$4.52K	﹤0.01%	441

Other funds holding EDD

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

PMAM

Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 3.07% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

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

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Clearview Wealth Advisors's EDD Position: Q1 2022 in Review

Clearview Wealth Advisors sold out of Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) in Q1 2022, closing a stake of 809 shares — an estimated $4K sold.

Clearview Wealth Advisors first reported a position in EDD in Q4 2020 and held it in 5 quarters. The position peaked at $5K in Q3 2021. 66 funds tracked by Wall St. Rank hold EDD as of Q1 2022.

Clearview Wealth Advisors reported no remaining Morgan Stanley Emerging Markets Domestic Debt Fund position as of Q1 2022 after selling out during the quarter.
Clearview Wealth Advisors sold 809 Morgan Stanley Emerging Markets Domestic Debt Fund shares in Q1 2022, an estimated $4K.
Clearview Wealth Advisors first reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund in Q4 2020 and held it in 5 quarters.
Clearview Wealth Advisors's Morgan Stanley Emerging Markets Domestic Debt Fund position peaked at $5K in Q3 2021.
66 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Domestic Debt Fund as of Q1 2022.

Based on Clearview Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.