Cornerstone Wealth Management’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

Cornerstone Wealth Management’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
2021 Q3	–	Sell	-10,498	Closed	-$64K	–	460
2021 Q2	$64K	Buy	+10,498	New	+$64.5K	0.01%	469
2018 Q4	–	Sell	-11,835	Closed	-$1.5M	–	547
2018 Q3	$1.5M	Buy	11,835 +1,014	+9%	+$6.86K	0.02%	596
2018 Q2	$1.61M	Buy	+10,821	New	+$79K	0.02%	605

Other funds holding EDD

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

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

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 5.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return