NFG
EDD

Next Financial Group’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

Next Financial Group’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
2017
Q4 		– Sell
-3,000
Closed -$24K – 541
2017
Q3 		$24K Hold
3,000
– – 0.01% 911
2017
Q2 		$24K Hold
3,000
– – 0.01% 1009
2017
Q1 		$24K Buy
3,000
+2,425
+422% +$18.4K 0.01% 977
2016
Q4 		$4K Hold
575
– – ﹤0.01% 1980
2016
Q3 		$5K Buy
+575
New +$4.62K ﹤0.01% 1919
2014
Q4 		– Sell
-450
Closed -$5K – 1994
2014
Q3 		$5K Buy
+450
New +$5.83K ﹤0.01% 2041

Other funds holding EDD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
PMLI
Penn Mutual Life Insurance Horsham, Pennsylvania $125M AUM 9.1% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return