OIA
MSD

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

Optimum Investment Advisors’s Portfolio MSD Stock Details MSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-16,787
Closed -$153K – 984
2014
Q4 		$153K Sell
16,787
-7,792
-32% -$73.7K 0.05% 306
2014
Q3 		$235K Buy
24,579
+266
+1% +$2.67K 0.08% 228
2014
Q2 		$247K Buy
+24,313
New +$247K 0.08% 231

Other funds holding MSD

BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
NCA
New Century Advisors Chevy Chase, Maryland $82.1M AUM 3.88% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Optimum Investment Advisors's MSD Position: Q1 2015 in Review

Optimum Investment Advisors sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q1 2015, closing a stake of 16,787 shares — an estimated $153K sold.

Optimum Investment Advisors first reported a position in MSD in Q2 2014 and held it in 3 quarters. The position peaked at $247K in Q2 2014. 57 funds tracked by Wall St. Rank hold MSD as of Q1 2015.

  • Optimum Investment Advisors reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q1 2015 after selling out during the quarter.
  • Optimum Investment Advisors sold 16,787 Morgan Stanley Emerging Markets Debt Fund shares in Q1 2015, an estimated $153K.
  • Optimum Investment Advisors first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q2 2014 and held it in 3 quarters.
  • Optimum Investment Advisors's Morgan Stanley Emerging Markets Debt Fund position peaked at $247K in Q2 2014.
  • 57 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.