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Rise Advisors’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

Rise Advisors’s Portfolio EDD Stock Details EDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,965
Closed -$13K – 815
2022
Q4 		$13K Buy
2,965
+51
+2% +$214 0.01% 310
2022
Q3 		$12K Buy
2,914
+47
+2% +$206 0.01% 308
2022
Q2 		$13K Buy
+2,867
New +$13.2K 0.01% 296

Other funds holding EDD

Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return
PMAM
Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 3.07% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Rise Advisors's EDD Position: Q1 2023 in Review

Rise Advisors sold out of Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) in Q1 2023, closing a stake of 2,965 shares — an estimated $13K sold.

Rise Advisors first reported a position in EDD in Q2 2022 and held it in 3 quarters. The position peaked at $13K in Q4 2022. 64 funds tracked by Wall St. Rank hold EDD as of Q1 2023.

  • Rise Advisors reported no remaining Morgan Stanley Emerging Markets Domestic Debt Fund position as of Q1 2023 after selling out during the quarter.
  • Rise Advisors sold 2,965 Morgan Stanley Emerging Markets Domestic Debt Fund shares in Q1 2023, an estimated $13K.
  • Rise Advisors first reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund in Q2 2022 and held it in 3 quarters.
  • Rise Advisors's Morgan Stanley Emerging Markets Domestic Debt Fund position peaked at $13K in Q4 2022.
  • 64 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Domestic Debt Fund as of Q1 2023.

Based on Rise Advisors's 13F filing for Q1 2023, filed 5 Apr 2023.