IA
EDD

IFP Advisors’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

IFP Advisors’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
-2,212
Closed -$15K – 3873
2018
Q2 		$15K Hold
2,212
– – ﹤0.01% 2637
2018
Q1 		$17K Hold
2,212
– – ﹤0.01% 2484
2017
Q4 		$17K Sell
2,212
-1,186
-35% -$9.27K ﹤0.01% 2520
2017
Q3 		$27K Buy
3,398
+525
+18% +$4.28K ﹤0.01% 2408
2017
Q2 		$23K Buy
2,873
+1,015
+55% +$8.1K ﹤0.01% 2493
2017
Q1 		$14K Buy
1,858
+15
+0.8% +$114 ﹤0.01% 2713
2016
Q4 		$13K Buy
1,843
+15
+0.8% +$112 ﹤0.01% 2744
2016
Q3 		$15K Buy
1,828
+13
+0.7% +$105 ﹤0.01% 2582
2016
Q2 		$14K Buy
+1,815
New +$13.9K ﹤0.01% 2575
2016
Q1 		– Sell
-1,281
Closed -$9K – 2629
2015
Q4 		$9K Buy
+1,281
New +$9.3K ﹤0.01% 2628

Other funds holding EDD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PMAM
Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 5.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return