SA
MSD

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

SFI 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
2024
Q2 		– Sell
-49,337
Closed -$357K – 79
2024
Q1 		$357K Buy
+49,337
New +$350K 0.28% 50
2022
Q4 		– Sell
-20,281
Closed -$124K – 87
2022
Q3 		$124K Hold
20,281
– – 0.14% 59
2022
Q2 		$134K Hold
20,281
– – 0.15% 56
2022
Q1 		$157 Hold
20,281
– – 0.1% 60
2021
Q4 		$182K Buy
+20,281
New +$185K 0.16% 58

Other funds holding MSD

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFI Advisors's MSD Position: Q2 2024 in Review

SFI Advisors sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q2 2024, closing a stake of 49,337 shares — an estimated $357K sold.

SFI Advisors first reported a position in MSD in Q4 2021 and held it in 5 quarters. The position peaked at $357K in Q1 2024. 40 funds tracked by Wall St. Rank hold MSD as of Q2 2024.

  • SFI Advisors reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q2 2024 after selling out during the quarter.
  • SFI Advisors sold 49,337 Morgan Stanley Emerging Markets Debt Fund shares in Q2 2024, an estimated $357K.
  • SFI Advisors first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q4 2021 and held it in 5 quarters.
  • SFI Advisors's Morgan Stanley Emerging Markets Debt Fund position peaked at $357K in Q1 2024.
  • 40 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q2 2024.

Based on SFI Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.