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

Edge 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
2018 Q3	–	Sell	-1,200	Closed	-$8K	–	623
2018 Q2	$8K	Hold	1,200	–	–	﹤0.01%	443
2018 Q1	$9K	Hold	1,200	–	–	﹤0.01%	397
2017 Q4	$9K	Hold	1,200	–	–	﹤0.01%	389
2017 Q3	$10K	Hold	1,200	–	–	﹤0.01%	363
2017 Q2	$9K	Hold	1,200	–	–	﹤0.01%	377
2017 Q1	$9K	Hold	1,200	–	–	﹤0.01%	364
2016 Q4	$9K	Hold	1,200	–	–	﹤0.01%	348
2016 Q3	$10K	Sell	1,200 -10,300	-90%	-$82.8K	﹤0.01%	332
2016 Q2	$88K	Buy	11,500 +5,000	+77%	+$38.2K	0.04%	148
2016 Q1	$50K	Buy	6,500 +5,050	+348%	+$34.9K	0.02%	174
2015 Q4	$10K	Hold	1,450	–	–	﹤0.01%	288
2015 Q3	$10K	Hold	1,450	–	–	﹤0.01%	286
2015 Q2	$13K	Sell	1,450 -1,000	-41%	-$9.31K	﹤0.01%	281
2015 Q1	$23K	Buy	2,450 +1,000	+69%	+$10.1K	0.01%	242
2014 Q4	$15K	Sell	1,450 -1,550	-52%	-$17.5K	0.01%	279
2014 Q3	$36K	Hold	3,000	–	–	0.01%	217
2014 Q2	$40K	Buy	3,000 +1,000	+50%	+$13.4K	0.02%	197
2014 Q1	$26K	Buy	+2,000	New	+$25.4K	0.01%	219

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

PMAM

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

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

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

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

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

Edge Wealth Management's EDD Position: Q3 2018 in Review

Edge Wealth Management sold out of Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) in Q3 2018, closing a stake of 1,200 shares — an estimated $8K sold.

Edge Wealth Management first reported a position in EDD in Q1 2014 and held it in 18 quarters. The position peaked at $88K in Q2 2016. 50 funds tracked by Wall St. Rank hold EDD as of Q3 2018.

Edge Wealth Management reported no remaining Morgan Stanley Emerging Markets Domestic Debt Fund position as of Q3 2018 after selling out during the quarter.
Edge Wealth Management sold 1,200 Morgan Stanley Emerging Markets Domestic Debt Fund shares in Q3 2018, an estimated $8K.
Edge Wealth Management first reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund in Q1 2014 and held it in 18 quarters.
Edge Wealth Management's Morgan Stanley Emerging Markets Domestic Debt Fund position peaked at $88K in Q2 2016.
50 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Domestic Debt Fund as of Q3 2018.

Based on Edge Wealth Management's 13F filing for Q3 2018, filed 22 Oct 2018.