Sowell Financial Services’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-8,775	Closed	-$80K	–	1896
2021 Q1	$80K	Buy	+8,775	New	+$80K	﹤0.01%	1473
2020 Q3	–	Sell	-114	Closed	-$1K	–	2648
2020 Q2	$1K	Buy	114 +2	+2%	+$16	﹤0.01%	2340
2020 Q1	$1K	Buy	112 +1	+0.9%	+$9	﹤0.01%	2285
2019 Q4	$1K	Buy	111 +2	+2%	+$19	﹤0.01%	2380
2019 Q3	$1K	Buy	+109	New	+$1.02K	﹤0.01%	2272

Other funds holding MSD

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sowell Financial Services's MSD Position: Q2 2021 in Review

Sowell Financial Services sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q2 2021, closing a stake of 8,775 shares — an estimated $80K sold.

Sowell Financial Services first reported a position in MSD in Q3 2019 and held it in 5 quarters. The position peaked at $80K in Q1 2021. 56 funds tracked by Wall St. Rank hold MSD as of Q2 2021.

Sowell Financial Services reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 8,775 Morgan Stanley Emerging Markets Debt Fund shares in Q2 2021, an estimated $80K.
Sowell Financial Services first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q3 2019 and held it in 5 quarters.
Sowell Financial Services's Morgan Stanley Emerging Markets Debt Fund position peaked at $80K in Q1 2021.
56 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.