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

Realta 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
2020 Q1	–	Sell	-5,467	Closed	-$53K	–	975
2019 Q4	$53K	Buy	5,467 +76	+1%	+$718	0.01%	647
2019 Q3	$50K	Buy	5,391 +73	+1%	+$685	0.01%	674
2019 Q2	$50K	Buy	5,318 +53	+1%	+$484	0.01%	670
2019 Q1	$46K	Buy	+5,265	New	+$46.7K	0.02%	563

Other funds holding MSD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Realta Investment Advisors's MSD Position: Q1 2020 in Review

Realta Investment Advisors sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q1 2020, closing a stake of 5,467 shares — an estimated $53K sold.

Realta Investment Advisors first reported a position in MSD in Q1 2019 and held it in 4 quarters. The position peaked at $53K in Q4 2019. 52 funds tracked by Wall St. Rank hold MSD as of Q1 2020.

Realta Investment Advisors reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q1 2020 after selling out during the quarter.
Realta Investment Advisors sold 5,467 Morgan Stanley Emerging Markets Debt Fund shares in Q1 2020, an estimated $53K.
Realta Investment Advisors first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q1 2019 and held it in 4 quarters.
Realta Investment Advisors's Morgan Stanley Emerging Markets Debt Fund position peaked at $53K in Q4 2019.
52 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.