IAA
MSD

Independent Advisor Alliance’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-20,053
Closed -$194K – 694
2019
Q4 		$194K Buy
+20,053
New +$190K 0.01% 828
2017
Q2 		– Sell
-13,113
Closed -$123K – 342
2017
Q1 		$123K Buy
+13,113
New +$123K 0.02% 391

Other funds holding MSD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Independent Advisor Alliance's MSD Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q1 2020, closing a stake of 20,053 shares — an estimated $194K sold.

Independent Advisor Alliance first reported a position in MSD in Q1 2017 and held it in 2 quarters. The position peaked at $194K in Q4 2019. 52 funds tracked by Wall St. Rank hold MSD as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 20,053 Morgan Stanley Emerging Markets Debt Fund shares in Q1 2020, an estimated $194K.
  • Independent Advisor Alliance first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q1 2017 and held it in 2 quarters.
  • Independent Advisor Alliance's Morgan Stanley Emerging Markets Debt Fund position peaked at $194K in Q4 2019.
  • 52 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.