Janney Montgomery Scott
EDF

Janney Montgomery Scott’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

Janney Montgomery Scott’s Portfolio EDF Stock Details EDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-51,442
Closed -$278K – 2653
2024
Q1 		$278K Sell
51,442
-6,396
-11% -$30.1K ﹤0.01% 2386
2023
Q4 		$249K Buy
+57,838
New +$238K ﹤0.01% 2339
2018
Q4 		– Sell
-10,205
Closed -$133K – 1961
2018
Q3 		$133K Sell
10,205
-7,590
-43% -$103K ﹤0.01% 1968
2018
Q2 		$234K Hold
17,795
– – ﹤0.01% 1779
2018
Q1 		$283K Sell
17,795
-2,135
-11% -$34.3K ﹤0.01% 1625
2017
Q4 		$317K Buy
19,930
+1,100
+6% +$17.6K ﹤0.01% 1558
2017
Q3 		$318K Buy
18,830
+1,200
+7% +$19.9K ﹤0.01% 1477
2017
Q2 		$280K Buy
17,630
+3,695
+27% +$60.7K ﹤0.01% 1467
2017
Q1 		$220K Buy
+13,935
New +$217K ﹤0.01% 1567

Other funds holding EDF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott's EDF Position: Q2 2024 in Review

Janney Montgomery Scott sold out of Virtus Stone Harbor Emerging Markets Income Fund (EDF) in Q2 2024, closing a stake of 51,442 shares — an estimated $278K sold.

Janney Montgomery Scott first reported a position in EDF in Q1 2017 and held it in 9 quarters. The position peaked at $318K in Q3 2017. 31 funds tracked by Wall St. Rank hold EDF as of Q2 2024.

  • Janney Montgomery Scott reported no remaining Virtus Stone Harbor Emerging Markets Income Fund position as of Q2 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 51,442 Virtus Stone Harbor Emerging Markets Income Fund shares in Q2 2024, an estimated $278K.
  • Janney Montgomery Scott first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q1 2017 and held it in 9 quarters.
  • Janney Montgomery Scott's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $318K in Q3 2017.
  • 31 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q2 2024.

Based on Janney Montgomery Scott's 13F filing for Q2 2024, filed 25 Jul 2024.