HighTower Advisors
MSD

HighTower Advisors’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

HighTower Advisors’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
2023
Q4 		– Sell
-18,314
Closed -$103K – 3769
2023
Q3 		$103K Sell
18,314
-12,528
-41% -$82.1K ﹤0.01% 3098
2023
Q2 		$195K Buy
30,842
+7,120
+30% +$46.3K ﹤0.01% 2883
2023
Q1 		$140K Sell
23,722
-547
-2% -$3.66K ﹤0.01% 2862
2022
Q4 		$146K Buy
+24,269
New +$153K ﹤0.01% 2864
2021
Q4 		– Sell
-14,527
Closed -$133K – 3407
2021
Q3 		$133K Hold
14,527
– – ﹤0.01% 2808
2021
Q2 		$135K Hold
14,527
– – ﹤0.01% 2748
2021
Q1 		$130K Hold
14,527
– – ﹤0.01% 2710
2020
Q4 		$135K Hold
14,527
– – ﹤0.01% 2293
2020
Q3 		$122K Hold
14,527
– – ﹤0.01% 2204
2020
Q2 		$123K Hold
14,527
– – ﹤0.01% 2094
2020
Q1 		$111K Hold
14,527
– – ﹤0.01% 1924
2019
Q4 		$140K Hold
14,527
– – ﹤0.01% 2043
2019
Q3 		$133K Hold
14,527
– – ﹤0.01% 2137
2019
Q2 		$135K Sell
14,527
-733
-5% -$6.7K ﹤0.01% 2125
2019
Q1 		$136K Buy
+15,260
New +$135K ﹤0.01% 2025
2015
Q3 		– Sell
-342,327
Closed -$3.08M – 1913
2015
Q2 		$3.08M Buy
342,327
+18,651
+6% +$176K 0.05% 415
2015
Q1 		$3M Buy
323,676
+51,209
+19% +$472K 0.04% 460
2014
Q4 		$2.48M Sell
272,467
-394,732
-59% -$3.73M 0.04% 513
2014
Q3 		$6.47M Buy
667,199
+232,690
+54% +$2.33M 0.11% 218
2014
Q2 		$4.42M Buy
434,509
+14,450
+3% +$147K 0.08% 288
2014
Q1 		$4.16M Buy
+420,059
New +$4.04M 0.08% 286

Other funds holding MSD

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

HighTower Advisors's MSD Position: Q4 2023 in Review

HighTower Advisors sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q4 2023, closing a stake of 18,314 shares — an estimated $103K sold.

HighTower Advisors first reported a position in MSD in Q1 2014 and held it in 21 quarters. The position peaked at $6.47M in Q3 2014. 47 funds tracked by Wall St. Rank hold MSD as of Q4 2023.

  • HighTower Advisors reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q4 2023 after selling out during the quarter.
  • HighTower Advisors sold 18,314 Morgan Stanley Emerging Markets Debt Fund shares in Q4 2023, an estimated $103K.
  • HighTower Advisors first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q1 2014 and held it in 21 quarters.
  • HighTower Advisors's Morgan Stanley Emerging Markets Debt Fund position peaked at $6.47M in Q3 2014.
  • 47 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q4 2023.

Based on HighTower Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.