KAS
MSD

Kestra Advisory Services’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

Kestra Advisory Services’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
2022
Q3 		– Sell
-22,486
Closed -$149K – 2190
2022
Q2 		$149K Sell
22,486
-2,797
-11% -$20.1K ﹤0.01% 1937
2022
Q1 		$197K Buy
+25,283
New +$210K ﹤0.01% 1857

Other funds holding MSD

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kestra Advisory Services's MSD Position: Q3 2022 in Review

Kestra Advisory Services sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q3 2022, closing a stake of 22,486 shares — an estimated $149K sold.

Kestra Advisory Services first reported a position in MSD in Q1 2022 and held it in 2 quarters. The position peaked at $197K in Q1 2022. 47 funds tracked by Wall St. Rank hold MSD as of Q3 2022.

  • Kestra Advisory Services reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q3 2022 after selling out during the quarter.
  • Kestra Advisory Services sold 22,486 Morgan Stanley Emerging Markets Debt Fund shares in Q3 2022, an estimated $149K.
  • Kestra Advisory Services first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q1 2022 and held it in 2 quarters.
  • Kestra Advisory Services's Morgan Stanley Emerging Markets Debt Fund position peaked at $197K in Q1 2022.
  • 47 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q3 2022.

Based on Kestra Advisory Services's 13F filing for Q3 2022, filed 1 Nov 2022.