SPC
MSD

Sigma Planning Corp’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

Sigma Planning Corp’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
2017
Q1 		– Sell
-24,040
Closed -$219K – 798
2016
Q4 		$219K Buy
24,040
+294
+1% +$2.71K 0.02% 610
2016
Q3 		$229K Buy
23,746
+1,611
+7% +$15.6K 0.03% 602
2016
Q2 		$205K Buy
+22,135
New +$201K 0.03% 609

Other funds holding MSD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Sigma Planning Corp's MSD Position: Q1 2017 in Review

Sigma Planning Corp sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q1 2017, closing a stake of 24,040 shares — an estimated $219K sold.

Sigma Planning Corp first reported a position in MSD in Q2 2016 and held it in 3 quarters. The position peaked at $229K in Q3 2016. 52 funds tracked by Wall St. Rank hold MSD as of Q1 2017.

  • Sigma Planning Corp reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q1 2017 after selling out during the quarter.
  • Sigma Planning Corp sold 24,040 Morgan Stanley Emerging Markets Debt Fund shares in Q1 2017, an estimated $219K.
  • Sigma Planning Corp first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q2 2016 and held it in 3 quarters.
  • Sigma Planning Corp's Morgan Stanley Emerging Markets Debt Fund position peaked at $229K in Q3 2016.
  • 52 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q1 2017.

Based on Sigma Planning Corp's 13F filing for Q1 2017, filed 24 Apr 2017.