MLM
EDD

Mount Lucas Management’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

Mount Lucas Management’s Portfolio EDD Stock Details EDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-237,647
Closed -$3.12M – 112
2014
Q1 		$3.12M Buy
+237,647
New +$3.02M 0.43% 49

Other funds holding EDD

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Mount Lucas Management's EDD Position: Q2 2014 in Review

Mount Lucas Management sold out of Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) in Q2 2014, closing a stake of 237,647 shares — an estimated $3.12M sold.

Mount Lucas Management first reported a position in EDD in Q1 2014 and held it in 1 quarter. The position peaked at $3.12M in Q1 2014. 70 funds tracked by Wall St. Rank hold EDD as of Q2 2014.

  • Mount Lucas Management reported no remaining Morgan Stanley Emerging Markets Domestic Debt Fund position as of Q2 2014 after selling out during the quarter.
  • Mount Lucas Management sold 237,647 Morgan Stanley Emerging Markets Domestic Debt Fund shares in Q2 2014, an estimated $3.12M.
  • Mount Lucas Management first reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund in Q1 2014 and held it in 1 quarter.
  • Mount Lucas Management's Morgan Stanley Emerging Markets Domestic Debt Fund position peaked at $3.12M in Q1 2014.
  • 70 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Domestic Debt Fund as of Q2 2014.

Based on Mount Lucas Management's 13F filing for Q2 2014, filed 14 Aug 2014.