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Rockbridge Investment Management’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

Rockbridge Investment Management’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
2022
Q2 		– Sell
-210
Closed -$1.05K – 686
2022
Q1 		$1.05K Buy
+210
New +$1.1K ﹤0.01% 730

Other funds holding EDD

Saba Capital Management
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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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
PMAM
Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 3.07% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Rockbridge Investment Management's EDD Position: Q2 2022 in Review

Rockbridge Investment Management sold out of Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) in Q2 2022, closing a stake of 210 shares — an estimated $1.05K sold.

Rockbridge Investment Management first reported a position in EDD in Q1 2022 and held it in 1 quarter. The position peaked at $1.05K in Q1 2022. 60 funds tracked by Wall St. Rank hold EDD as of Q2 2022.

  • Rockbridge Investment Management reported no remaining Morgan Stanley Emerging Markets Domestic Debt Fund position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 210 Morgan Stanley Emerging Markets Domestic Debt Fund shares in Q2 2022, an estimated $1.05K.
  • Rockbridge Investment Management first reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund in Q1 2022 and held it in 1 quarter.
  • Rockbridge Investment Management's Morgan Stanley Emerging Markets Domestic Debt Fund position peaked at $1.05K in Q1 2022.
  • 60 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Domestic Debt Fund as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.