Reilly Financial Advisors’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

Reilly Financial 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
2021 Q2	–	Sell	-170	Closed	-$2K	–	1051
2021 Q1	$2K	Buy	+170	New	+$1.55K	﹤0.01%	931
2020 Q3	–	Sell	-340	Closed	-$3K	–	902
2020 Q2	$3K	Hold	340	–	–	﹤0.01%	771
2020 Q1	$3K	Hold	340	–	–	﹤0.01%	746
2019 Q4	$3K	Hold	340	–	–	﹤0.01%	787
2019 Q3	$3K	Hold	340	–	–	﹤0.01%	799
2019 Q2	$3K	Hold	340	–	–	﹤0.01%	844
2019 Q1	$3K	Hold	340	–	–	﹤0.01%	862
2018 Q4	$3K	Sell	340 -900	-73%	-$7.58K	﹤0.01%	830
2018 Q3	$11K	Hold	1,240	–	–	﹤0.01%	674
2018 Q2	$11K	Hold	1,240	–	–	﹤0.01%	645
2018 Q1	$12K	Hold	1,240	–	–	﹤0.01%	609
2017 Q4	$12K	Hold	1,240	–	–	﹤0.01%	620
2017 Q3	$12K	Hold	1,240	–	–	﹤0.01%	604
2017 Q2	$12K	Hold	1,240	–	–	﹤0.01%	608
2017 Q1	$12K	Hold	1,240	–	–	﹤0.01%	579
2016 Q4	$11K	Hold	1,240	–	–	﹤0.01%	545
2016 Q3	$12K	Hold	1,240	–	–	﹤0.01%	492
2016 Q2	$11K	Hold	1,240	–	–	﹤0.01%	488
2016 Q1	$11K	Hold	1,240	–	–	﹤0.01%	737
2015 Q4	$11K	Hold	1,240	–	–	﹤0.01%	754
2015 Q3	$10K	Hold	1,240	–	–	﹤0.01%	785
2015 Q2	$11K	Hold	1,240	–	–	﹤0.01%	834
2015 Q1	$11K	Hold	1,240	–	–	﹤0.01%	825
2014 Q4	$11K	Hold	1,240	–	–	﹤0.01%	494
2014 Q3	$12K	Hold	1,240	–	–	﹤0.01%	492
2014 Q2	$13K	Hold	1,240	–	–	﹤0.01%	497
2014 Q1	$12K	Hold	1,240	–	–	﹤0.01%	528
2013 Q4	$12K	Hold	1,240	–	–	﹤0.01%	497
2013 Q3	$12K	Hold	1,240	–	–	﹤0.01%	434
2013 Q2	$13K	Buy	+1,240	New	+$14.3K	﹤0.01%	416

Other funds holding MSD

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

SCM

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

PPA

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

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

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

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

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

Reilly Financial Advisors's MSD Position: Q2 2021 in Review

Reilly Financial Advisors sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q2 2021, closing a stake of 170 shares — an estimated $2K sold.

Reilly Financial Advisors first reported a position in MSD in Q2 2013 and held it in 30 quarters. The position peaked at $13K in Q2 2014. 55 funds tracked by Wall St. Rank hold MSD as of Q2 2021.

Reilly Financial Advisors reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q2 2021 after selling out during the quarter.
Reilly Financial Advisors sold 170 Morgan Stanley Emerging Markets Debt Fund shares in Q2 2021, an estimated $2K.
Reilly Financial Advisors first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q2 2013 and held it in 30 quarters.
Reilly Financial Advisors's Morgan Stanley Emerging Markets Debt Fund position peaked at $13K in Q2 2014.
55 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q2 2021.

Based on Reilly Financial Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.