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Point View Wealth Management’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

Point View Wealth Management’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
2020
Q4 		$115K Sell
12,374
-459
-4% -$4.05K 0.05% 263
2020
Q3 		$108K Hold
12,833
– – 0.05% 249
2020
Q2 		$109K Sell
12,833
-219
-2% -$1.77K 0.05% 246
2020
Q1 		$100K Hold
13,052
– – 0.05% 234
2019
Q4 		$126K Sell
13,052
-264
-2% -$2.5K 0.05% 262
2019
Q3 		$122K Hold
13,316
– – 0.06% 255
2019
Q2 		$124K Hold
13,316
– – 0.05% 256
2019
Q1 		$120K Hold
13,316
– – 0.05% 252
2018
Q4 		$110K Hold
13,316
– – 0.06% 241
2018
Q3 		$115K Buy
13,316
+298
+2% +$2.62K 0.05% 258
2018
Q2 		$114K Sell
13,018
-1,109
-8% -$10.1K 0.05% 244
2018
Q1 		$133K Sell
14,127
-1,286
-8% -$12.4K 0.06% 240
2017
Q4 		$154K Hold
15,413
– – 0.07% 240
2017
Q3 		$156K Hold
15,413
– – 0.07% 241
2017
Q2 		$152K Hold
15,413
– – 0.07% 240
2017
Q1 		$144K Hold
15,413
– – 0.07% 241
2016
Q4 		$140K Sell
15,413
-913
-6% -$8.43K 0.08% 232
2016
Q3 		$158K Sell
16,326
-208
-1% -$2.01K 0.09% 218
2016
Q2 		$153K Buy
16,534
+1,715
+12% +$15.6K 0.09% 218
2016
Q1 		$130K Hold
14,819
– – 0.08% 219
2015
Q4 		$127K Hold
14,819
– – 0.09% 202
2015
Q3 		$123K Buy
14,819
+1,177
+9% +$10.2K 0.1% 191
2015
Q2 		$123K Sell
13,642
-1,498
-10% -$14.1K 0.1% 187
2015
Q1 		$140K Buy
+15,140
New +$140K 0.11% 186

Other funds holding MSD

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
Parametric Portfolio Associates
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Point View Wealth Management's MSD Position: Q4 2020 in Review

Point View Wealth Management reduced its Morgan Stanley Emerging Markets Debt Fund (MSD) stake by 3.6% in Q4 2020, selling an estimated $4.05K and leaving 12,374 shares worth $115K. The position accounts for 0.05% of the portfolio, ranked #263.

Point View Wealth Management first reported a position in MSD in Q1 2015 and has held it in 24 quarters since. The position peaked at $158K in Q3 2016. 59 funds tracked by Wall St. Rank hold MSD as of Q4 2020.

  • Point View Wealth Management held 12,374 shares of Morgan Stanley Emerging Markets Debt Fund worth $115K as of Q4 2020.
  • Point View Wealth Management sold 459 Morgan Stanley Emerging Markets Debt Fund shares in Q4 2020, an estimated $4.05K.
  • Morgan Stanley Emerging Markets Debt Fund made up 0.05% of Point View Wealth Management's portfolio in Q4 2020, its #263 holding.
  • Point View Wealth Management first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q1 2015 and has held it in 24 quarters since.
  • Point View Wealth Management's Morgan Stanley Emerging Markets Debt Fund position peaked at $158K in Q3 2016.
  • 59 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.