MWM
MSD

Merriman Wealth Management’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

Merriman Wealth Management’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
2019
Q1 		– Sell
-14,952
Closed -$125K – 218
2018
Q4 		$125K Buy
+14,952
New +$126K 0.03% 163

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Invesco
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Merriman Wealth Management's MSD Position: Q1 2019 in Review

Merriman Wealth Management sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q1 2019, closing a stake of 14,952 shares — an estimated $125K sold.

Merriman Wealth Management first reported a position in MSD in Q4 2018 and held it in 1 quarter. The position peaked at $125K in Q4 2018. 49 funds tracked by Wall St. Rank hold MSD as of Q1 2019.

  • Merriman Wealth Management reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q1 2019 after selling out during the quarter.
  • Merriman Wealth Management sold 14,952 Morgan Stanley Emerging Markets Debt Fund shares in Q1 2019, an estimated $125K.
  • Merriman Wealth Management first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q4 2018 and held it in 1 quarter.
  • Merriman Wealth Management's Morgan Stanley Emerging Markets Debt Fund position peaked at $125K in Q4 2018.
  • 49 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q1 2019.

Based on Merriman Wealth Management's 13F filing for Q1 2019, filed 23 Apr 2019.