SFS
MSF

Shaker Financial Services’s Morgan Stanley Emerging Mkts Fd MSF Stock Holding History

Shaker Financial Services’s Portfolio MSF Stock Details MSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-17,892
Closed -$279K – 167
2018
Q3 		$279K Hold
17,892
– – 0.13% 104
2018
Q2 		$291K Hold
17,892
– – 0.14% 87
2018
Q1 		$330K Buy
17,892
+5,250
+42% +$98.6K 0.16% 93
2017
Q4 		$226K Buy
+12,642
New +$222K 0.11% 113

Other funds holding MSF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Shaker Financial Services's MSF Position: Q4 2018 in Review

Shaker Financial Services sold out of Morgan Stanley Emerging Mkts Fd (MSF) in Q4 2018, closing a stake of 17,892 shares — an estimated $279K sold.

Shaker Financial Services first reported a position in MSF in Q4 2017 and held it in 4 quarters. The position peaked at $330K in Q1 2018. 41 funds tracked by Wall St. Rank hold MSF as of Q4 2018.

  • Shaker Financial Services reported no remaining Morgan Stanley Emerging Mkts Fd position as of Q4 2018 after selling out during the quarter.
  • Shaker Financial Services sold 17,892 Morgan Stanley Emerging Mkts Fd shares in Q4 2018, an estimated $279K.
  • Shaker Financial Services first reported a position in Morgan Stanley Emerging Mkts Fd in Q4 2017 and held it in 4 quarters.
  • Shaker Financial Services's Morgan Stanley Emerging Mkts Fd position peaked at $330K in Q1 2018.
  • 41 funds tracked by Wall St. Rank held Morgan Stanley Emerging Mkts Fd as of Q4 2018.

Based on Shaker Financial Services's 13F filing for Q4 2018, filed 4 Feb 2019.