MCC
EDF

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

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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.