Samalin Investment Counsel’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

Samalin Investment Counsel’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	–	Sell	-10,700	Closed	-$90K	–	231
2020 Q3	$90K	Buy	10,700 +99	+0.9%	+$855	0.08%	192
2020 Q2	$90K	Buy	+10,601	New	+$85.8K	0.09%	162
2020 Q1	–	Sell	-10,371	Closed	-$100K	–	387
2019 Q4	$100K	Buy	+10,371	New	+$98K	0.08%	227

Other funds holding MSD

SCM

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

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

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Samalin Investment Counsel's MSD Position: Q4 2020 in Review

Samalin Investment Counsel sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q4 2020, closing a stake of 10,700 shares — an estimated $90K sold.

Samalin Investment Counsel first reported a position in MSD in Q4 2019 and held it in 3 quarters. The position peaked at $100K in Q4 2019. 59 funds tracked by Wall St. Rank hold MSD as of Q4 2020.

Samalin Investment Counsel reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q4 2020 after selling out during the quarter.
Samalin Investment Counsel sold 10,700 Morgan Stanley Emerging Markets Debt Fund shares in Q4 2020, an estimated $90K.
Samalin Investment Counsel first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q4 2019 and held it in 3 quarters.
Samalin Investment Counsel's Morgan Stanley Emerging Markets Debt Fund position peaked at $100K in Q4 2019.
59 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q4 2020.

Based on Samalin Investment Counsel's 13F filing for Q4 2020, filed 9 Feb 2021.