PMFA
EDF

Plante Moran Financial Advisors’s Virtus Stone Harbor Emerging Markets Income Fund EDF Stock Holding History

Plante Moran Financial Advisors’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
2024
Q2 		– Sell
-7,801
Closed -$42.2K – 809
2024
Q1 		$42.2K Buy
+7,801
New +$36.7K ﹤0.01% 382
2014
Q3 		– Sell
-1,209
Closed -$25K – 798
2014
Q2 		$25K Buy
+1,209
New +$23.9K 0.02% 351

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Plante Moran Financial Advisors's EDF Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of Virtus Stone Harbor Emerging Markets Income Fund (EDF) in Q2 2024, closing a stake of 7,801 shares — an estimated $42.2K sold.

Plante Moran Financial Advisors first reported a position in EDF in Q2 2014 and held it in 2 quarters. The position peaked at $42.2K in Q1 2024. 31 funds tracked by Wall St. Rank hold EDF as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining Virtus Stone Harbor Emerging Markets Income Fund position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 7,801 Virtus Stone Harbor Emerging Markets Income Fund shares in Q2 2024, an estimated $42.2K.
  • Plante Moran Financial Advisors first reported a position in Virtus Stone Harbor Emerging Markets Income Fund in Q2 2014 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Virtus Stone Harbor Emerging Markets Income Fund position peaked at $42.2K in Q1 2024.
  • 31 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Income Fund as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.