Creative Planning’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

Creative Planning’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
2017 Q3	–	Sell	-6,000	Closed	-$48K	–	2369
2017 Q2	$48K	Hold	6,000	–	–	﹤0.01%	2536
2017 Q1	$45K	Hold	6,000	–	–	﹤0.01%	2550
2016 Q4	$43K	Hold	6,000	–	–	﹤0.01%	2508
2016 Q3	$48K	Hold	6,000	–	–	﹤0.01%	2391
2016 Q2	$46K	Hold	6,000	–	–	﹤0.01%	2181
2016 Q1	$46K	Hold	6,000	–	–	﹤0.01%	2156
2015 Q4	$41K	Hold	6,000	–	–	﹤0.01%	2272
2015 Q3	$41K	Buy	+6,000	New	+$46.9K	﹤0.01%	2171
2015 Q2	–	Sell	-2,510	Closed	-$23K	–	1605
2015 Q1	$23K	Buy	2,510 +1,210	+93%	+$12.2K	﹤0.01%	2612
2014 Q4	$14K	Buy	+1,300	New	+$14.7K	﹤0.01%	2905
2014 Q1	–	Sell	-485	Closed	-$6K	–	3658
2013 Q4	$6K	Buy	485 +335	+223%	+$4.62K	﹤0.01%	2765
2013 Q3	$2K	Buy	+150	New	+$2.1K	﹤0.01%	2974

Other funds holding EDD

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

PMLI

Penn Mutual Life Insurance Horsham, Pennsylvania $125M AUM 9.1% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SCM

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

Creative Planning's EDD Position: Q3 2017 in Review

Creative Planning sold out of Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) in Q3 2017, closing a stake of 6,000 shares — an estimated $48K sold.

Creative Planning first reported a position in EDD in Q3 2013 and held it in 12 quarters. The position peaked at $48K in Q2 2017. 60 funds tracked by Wall St. Rank hold EDD as of Q3 2017.

Creative Planning reported no remaining Morgan Stanley Emerging Markets Domestic Debt Fund position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 6,000 Morgan Stanley Emerging Markets Domestic Debt Fund shares in Q3 2017, an estimated $48K.
Creative Planning first reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund in Q3 2013 and held it in 12 quarters.
Creative Planning's Morgan Stanley Emerging Markets Domestic Debt Fund position peaked at $48K in Q2 2017.
60 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Domestic Debt Fund as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.