LIA
EDF

Luken Investment Analytics’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

Luken Investment Analytics’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
Q4 		– Sell
-10,000
Closed -$44.2K – 134
2023
Q3 		$44.2K Buy
+10,000
New +$46K 0.03% 76

Other funds holding EDF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Luken Investment Analytics's EDF Position: Q4 2023 in Review

Luken Investment Analytics sold out of Virtus Stone Harbor Emerging Markets Income Fund (EDF) in Q4 2023, closing a stake of 10,000 shares — an estimated $44.2K sold.

Luken Investment Analytics first reported a position in EDF in Q3 2023 and held it in 1 quarter. The position peaked at $44.2K in Q3 2023. 41 funds tracked by Wall St. Rank hold EDF as of Q4 2023.

  • Luken Investment Analytics reported no remaining Virtus Stone Harbor Emerging Markets Income Fund position as of Q4 2023 after selling out during the quarter.
  • Luken Investment Analytics sold 10,000 Virtus Stone Harbor Emerging Markets Income Fund shares in Q4 2023, an estimated $44.2K.
  • Luken Investment Analytics first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q3 2023 and held it in 1 quarter.
  • Luken Investment Analytics's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $44.2K in Q3 2023.
  • 41 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q4 2023.

Based on Luken Investment Analytics's 13F filing for Q4 2023, filed 31 Jan 2024.