MAFM
EDI

Mid Atlantic Financial Management’s Virtus Stone Harbor Emerging Markets Total Income Fund EDI Stock Holding History

Mid Atlantic Financial Management’s Portfolio EDI Stock Details EDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$1.05M Buy
124,907
+3,800
+3% +$34.8K 0.07% 242
2021
Q2 		$1.15M Buy
121,107
+18,807
+18% +$168K 0.08% 221
2021
Q1 		$929K Buy
102,300
+27,400
+37% +$250K 0.07% 255
2020
Q4 		$682K Sell
74,900
-449
-0.6% -$3.58K 0.05% 319
2020
Q3 		$579K Buy
75,349
+5,149
+7% +$39.8K 0.05% 318
2020
Q2 		$536K Buy
70,200
+7,600
+12% +$53.5K 0.05% 316
2020
Q1 		$406K Sell
62,600
-1,500
-2% -$15.8K 0.05% 356
2019
Q4 		$763K Buy
64,100
+18,300
+40% +$217K 0.07% 288
2019
Q3 		$532K Buy
45,800
+24,800
+118% +$305K 0.06% 338
2019
Q2 		$268K Buy
21,000
+10,300
+96% +$131K 0.03% 555
2019
Q1 		$136K Sell
10,700
-6,500
-38% -$81.5K 0.01% 658
2018
Q4 		$187K Buy
+17,200
New +$198K 0.02% 602

Other funds holding EDI

CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return