Loring Wolcott & Coolidge Fiduciary Advisors’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio EDD Stock Details EDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-650	Closed	-$5K	–	612
2016 Q2	$5K	Hold	650	–	–	﹤0.01%	590
2016 Q1	$5K	Hold	650	–	–	﹤0.01%	575
2015 Q4	$4K	Hold	650	–	–	﹤0.01%	603
2015 Q3	$6K	Hold	650	–	–	﹤0.01%	572
2015 Q2	$6K	Hold	650	–	–	﹤0.01%	572
2015 Q1	$6K	Hold	650	–	–	﹤0.01%	585
2014 Q4	$7K	Hold	650	–	–	﹤0.01%	579
2014 Q3	$8K	Buy	+650	New	+$8.42K	﹤0.01%	547

Other funds holding EDD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PMLI

Penn Mutual Life Insurance Horsham, Pennsylvania $125M AUM 9.1% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EDD Position: Q3 2016 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) in Q3 2016, closing a stake of 650 shares — an estimated $5K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EDD in Q3 2014 and held it in 8 quarters. The position peaked at $8K in Q3 2014. 57 funds tracked by Wall St. Rank hold EDD as of Q3 2016.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Morgan Stanley Emerging Markets Domestic Debt Fund position as of Q3 2016 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 650 Morgan Stanley Emerging Markets Domestic Debt Fund shares in Q3 2016, an estimated $5K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund in Q3 2014 and held it in 8 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Morgan Stanley Emerging Markets Domestic Debt Fund position peaked at $8K in Q3 2014.
57 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Domestic Debt Fund as of Q3 2016.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2016, filed 1 Nov 2016.