CWM
EDD

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

Other funds holding EDD

Bank of America
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
PMAM
Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 3.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cornerstone Wealth Management's EDD Position: Q3 2021 in Review

Cornerstone Wealth Management sold out of Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) in Q3 2021, closing a stake of 10,498 shares — an estimated $64K sold.

Cornerstone Wealth Management first reported a position in EDD in Q2 2021 and held it in 1 quarter. The position peaked at $64K in Q2 2021. 59 funds tracked by Wall St. Rank hold EDD as of Q3 2021.

  • Cornerstone Wealth Management reported no remaining Morgan Stanley Emerging Markets Domestic Debt Fund position as of Q3 2021 after selling out during the quarter.
  • Cornerstone Wealth Management sold 10,498 Morgan Stanley Emerging Markets Domestic Debt Fund shares in Q3 2021, an estimated $64K.
  • Cornerstone Wealth Management first reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund in Q2 2021 and held it in 1 quarter.
  • Cornerstone Wealth Management's Morgan Stanley Emerging Markets Domestic Debt Fund position peaked at $64K in Q2 2021.
  • 59 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Domestic Debt Fund as of Q3 2021.

Based on Cornerstone Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.