Lindbrook Capital’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

Lindbrook Capital’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
2023 Q1	–	Sell	-969	Closed	-$4.03K	–	2815
2022 Q4	$4.03K	Hold	969	–	–	﹤0.01%	1930
2022 Q3	$4K	Hold	969	–	–	﹤0.01%	1748
2022 Q2	$4K	Hold	969	–	–	﹤0.01%	1633
2022 Q1	$6K	Buy	+969	New	+$6.09K	﹤0.01%	1511

Other funds holding EDF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lindbrook Capital's EDF Position: Q1 2023 in Review

Lindbrook Capital sold out of Virtus Stone Harbor Emerging Markets Income Fund (EDF) in Q1 2023, closing a stake of 969 shares — an estimated $4.03K sold.

Lindbrook Capital first reported a position in EDF in Q1 2022 and held it in 4 quarters. The position peaked at $6K in Q1 2022. 28 funds tracked by Wall St. Rank hold EDF as of Q1 2023.

Lindbrook Capital reported no remaining Virtus Stone Harbor Emerging Markets Income Fund position as of Q1 2023 after selling out during the quarter.
Lindbrook Capital sold 969 Virtus Stone Harbor Emerging Markets Income Fund shares in Q1 2023, an estimated $4.03K.
Lindbrook Capital first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q1 2022 and held it in 4 quarters.
Lindbrook Capital's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $6K in Q1 2022.
28 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q1 2023.

Based on Lindbrook Capital's 13F filing for Q1 2023, filed 26 Apr 2023.