MCC
EDF icon

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

Money Concepts 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
-2,550
Closed -$10.6K – 1137
2022
Q4 		$10.6K Buy
+2,550
New +$9.92K ﹤0.01% 1982
2022
Q2 		– Sell
-2,550
Closed -$17K – 1740
2022
Q1 		$17K Buy
+2,550
New +$16K ﹤0.01% 1684

Other funds holding EDF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Money Concepts Capital's EDF Position: Q1 2023 in Review

Money Concepts Capital sold out of Virtus Stone Harbor Emerging Markets Income Fund (EDF) in Q1 2023, closing a stake of 2,550 shares — an estimated $10.6K sold.

Money Concepts Capital first reported a position in EDF in Q1 2022 and held it in 2 quarters. The position peaked at $17K in Q1 2022. 28 funds tracked by Wall St. Rank hold EDF as of Q1 2023.

  • Money Concepts Capital reported no remaining Virtus Stone Harbor Emerging Markets Income Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 2,550 Virtus Stone Harbor Emerging Markets Income Fund shares in Q1 2023, an estimated $10.6K.
  • Money Concepts Capital first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $17K in Q1 2022.
  • 28 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.