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

Creative Planning’s Portfolio MSD Stock Details MSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-20,772	Closed	-$192K	–	2681
2020 Q4	$192K	Hold	20,772	–	–	﹤0.01%	1915
2020 Q3	$174K	Buy	+20,772	New	+$179K	﹤0.01%	1713
2017 Q3	–	Sell	-132	Closed	-$1K	–	3009
2017 Q2	$1K	Sell	132 -668	-84%	-$6.58K	﹤0.01%	4461
2017 Q1	$7K	Hold	800	–	–	﹤0.01%	3801
2016 Q4	$7K	Sell	800 -999	-56%	-$9.22K	﹤0.01%	3778
2016 Q3	$17K	Hold	1,799	–	–	﹤0.01%	3163
2016 Q2	$17K	Hold	1,799	–	–	﹤0.01%	2910
2016 Q1	$16K	Hold	1,799	–	–	﹤0.01%	2922
2015 Q4	$15K	Buy	1,799 +1,499	+500%	+$13K	﹤0.01%	3038
2015 Q3	$2K	Buy	+300	New	+$2.61K	﹤0.01%	3963
2015 Q2	–	Sell	-1,000	Closed	-$9K	–	2285
2015 Q1	$9K	Sell	1,000 -1,000	-50%	-$9.23K	﹤0.01%	3256
2014 Q4	$18K	Buy	+2,000	New	+$18.9K	﹤0.01%	2733
2014 Q2	–	Sell	-33	Closed	–	–	3897
2014 Q1	$0	Buy	+33	New	+$317	﹤0.01%	3707

Other funds holding MSD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

PPA

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

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning's MSD Position: Q1 2021 in Review

Creative Planning sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q1 2021, closing a stake of 20,772 shares — an estimated $192K sold.

Creative Planning first reported a position in MSD in Q1 2014 and held it in 13 quarters. The position peaked at $192K in Q4 2020. 55 funds tracked by Wall St. Rank hold MSD as of Q1 2021.

Creative Planning reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q1 2021 after selling out during the quarter.
Creative Planning sold 20,772 Morgan Stanley Emerging Markets Debt Fund shares in Q1 2021, an estimated $192K.
Creative Planning first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q1 2014 and held it in 13 quarters.
Creative Planning's Morgan Stanley Emerging Markets Debt Fund position peaked at $192K in Q4 2020.
55 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q1 2021.

Based on Creative Planning's 13F filing for Q1 2021, filed 30 Apr 2021.