IWM
EDI

IHT Wealth Management’s Virtus Stone Harbor Emerging Markets Total Income Fund EDI Stock Holding History

IHT Wealth Management’s Portfolio EDI Stock Details EDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-482
Closed -$8K – 1788
2017
Q3 		$8K Buy
+482
New +$7.58K ﹤0.01% 1016

Other funds holding EDI

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $3.37M AUM 56.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IHT Wealth Management's EDI Position: Q4 2017 in Review

IHT Wealth Management sold out of Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) in Q4 2017, closing a stake of 482 shares — an estimated $8K sold.

IHT Wealth Management first reported a position in EDI in Q3 2017 and held it in 1 quarter. The position peaked at $8K in Q3 2017. 22 funds tracked by Wall St. Rank hold EDI as of Q4 2017.

  • IHT Wealth Management reported no remaining Virtus Stone Harbor Emerging Markets Total Income Fund position as of Q4 2017 after selling out during the quarter.
  • IHT Wealth Management sold 482 Virtus Stone Harbor Emerging Markets Total Income Fund shares in Q4 2017, an estimated $8K.
  • IHT Wealth Management first reported a position in Virtus Stone Harbor Emerging Markets Total Income Fund in Q3 2017 and held it in 1 quarter.
  • IHT Wealth Management's Virtus Stone Harbor Emerging Markets Total Income Fund position peaked at $8K in Q3 2017.
  • 22 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Total Income Fund as of Q4 2017.

Based on IHT Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.