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Optimum Investment Advisors’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

Optimum Investment Advisors’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
Q1 		– Sell
-1,200
Closed -$16K – 753
2013
Q4 		$16K Hold
1,200
– – 0.01% 548
2013
Q3 		$17K Buy
+1,200
New +$16.8K 0.01% 521

Other funds holding EDD

Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BlackRock Group
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Optimum Investment Advisors's EDD Position: Q1 2014 in Review

Optimum Investment Advisors sold out of Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) in Q1 2014, closing a stake of 1,200 shares — an estimated $16K sold.

Optimum Investment Advisors first reported a position in EDD in Q3 2013 and held it in 2 quarters. The position peaked at $17K in Q3 2013. 71 funds tracked by Wall St. Rank hold EDD as of Q1 2014.

  • Optimum Investment Advisors reported no remaining Morgan Stanley Emerging Markets Domestic Debt Fund position as of Q1 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,200 Morgan Stanley Emerging Markets Domestic Debt Fund shares in Q1 2014, an estimated $16K.
  • Optimum Investment Advisors first reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund in Q3 2013 and held it in 2 quarters.
  • Optimum Investment Advisors's Morgan Stanley Emerging Markets Domestic Debt Fund position peaked at $17K in Q3 2013.
  • 71 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Domestic Debt Fund as of Q1 2014.

Based on Optimum Investment Advisors's 13F filing for Q1 2014, filed 1 May 2014.