SFA
EDI

Sequoia Financial Advisors’s Virtus Stone Harbor Emerging Markets Total Income Fund EDI Stock Holding History

Sequoia Financial Advisors’s Portfolio EDI Stock Details EDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-32,000
Closed -$207K – 409
2020
Q1 		$207K Buy
+32,000
New +$338K 0.02% 328

Other funds holding EDI

CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sequoia Financial Advisors's EDI Position: Q2 2020 in Review

Sequoia Financial Advisors sold out of Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) in Q2 2020, closing a stake of 32,000 shares — an estimated $207K sold.

Sequoia Financial Advisors first reported a position in EDI in Q1 2020 and held it in 1 quarter. The position peaked at $207K in Q1 2020. 15 funds tracked by Wall St. Rank hold EDI as of Q2 2020.

  • Sequoia Financial Advisors reported no remaining Virtus Stone Harbor Emerging Markets Total Income Fund position as of Q2 2020 after selling out during the quarter.
  • Sequoia Financial Advisors sold 32,000 Virtus Stone Harbor Emerging Markets Total Income Fund shares in Q2 2020, an estimated $207K.
  • Sequoia Financial Advisors first reported a position in Virtus Stone Harbor Emerging Markets Total Income Fund in Q1 2020 and held it in 1 quarter.
  • Sequoia Financial Advisors's Virtus Stone Harbor Emerging Markets Total Income Fund position peaked at $207K in Q1 2020.
  • 15 funds tracked by Wall St. Rank held Virtus Stone Harbor Emerging Markets Total Income Fund as of Q2 2020.

Based on Sequoia Financial Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.